Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Onspring Reviews & Ratings
    169 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • CompUp Reviews & Ratings
    65 Ratings
    Company Website
  • EHS Hero Reviews & Ratings
    32 Ratings
    Company Website
  • Everstage Reviews & Ratings
    2,948 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • Lucca Reviews & Ratings
    2,497 Ratings
    Company Website
  • Hyperproof Reviews & Ratings
    228 Ratings
    Company Website
  • FocalReview Reviews & Ratings
    20 Ratings
    Company Website

What is Certent Equity Management?

Simplify the complexities of equity management with Certent's comprehensive equity compensation management platform. Tailored for both public and private organizations, Certent helps businesses improve their equity management procedures, reinforce compliance protocols, reduce risks, and increase overall efficiency. This powerful system offers a wide range of functionalities, including stock administration and reporting, complete accounting features, precise tax calculations and reporting, as well as numerous other tools for effective management. Additionally, Certent provides companies with enhanced visibility and control over their equity compensation plans, ensuring they can make informed decisions for future growth. Ultimately, this solution fosters a more strategic approach to equity management, enabling organizations to thrive in a competitive landscape.

What is Carta?

Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.

Media

Media

Integrations Supported

BambooHR
CandorIQ
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
HiBob
Microsoft Excel
Pave
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
Xero

Integrations Supported

BambooHR
CandorIQ
Complete
Comprehensive
Easop
Equidam
Firstbase
FlowFi
HiBob
Microsoft Excel
Pave
QuickBooks Online
QuickBooks Online Advanced
Slice
Tactyc by Carta
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$2,800 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

insightsoftware

Date Founded

2000

Company Location

United States

Company Website

insightsoftware.com/certent/

Company Facts

Organization Name

Carta

Date Founded

2012

Company Location

United States

Company Website

carta.com

Categories and Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives