--- description: Learn more about Certent Equity Management pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Certent Equity Management Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Equity Management Software](/directory/31561/equity-management/software) > [Certent Equity Management](/software/130772/certent-equity-management) # Certent Equity Management Canonical: https://www.capterra.ca/software/130772/certent-equity-management Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/130772/certent-equity-management?page=2) > Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting > > Verdict: Rated **4.6/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Certent Equity Management? Private and public companies of all sizes and stages, from start-up to enterprise in all industries. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 85 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support Software | 4.8/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: insightsoftware - **Location**: Raleigh, US - **Founded**: 2018 ## Commercial Context - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Austria, Belgium, Canada, Denmark, Finland, France, Germany, Luxembourg, Netherlands, Norway, Portugal, Qatar, Saudi Arabia, Spain, Sweden, Switzerland, Thailand, United Kingdom, United States ## Features - Activity Dashboard - Budget Management - Cap Table Management - Compensation Statements - Compliance Management - Document Storage - Employee Reward Programs - Financial Reporting Software - Investor Reporting - Market Data Analysis - Private Equity - Public Equity - Reporting & Statistics - Reporting/Analytics - Vesting Management ## Integrations (1 total) - Microsoft Excel ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support ## Category - [Equity Management Software](https://www.capterra.ca/directory/31561/equity-management/software) ## Related Categories - [Equity Management Software](https://www.capterra.ca/directory/31561/equity-management/software) - [Compensation Management Software](https://www.capterra.ca/directory/30667/compensation-management/software) - [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software) - [Fund Accounting Software](https://www.capterra.ca/directory/30114/fund-accounting/software) - [Financial Risk Management Software](https://www.capterra.ca/directory/20009/financial-risk-management/software) ## Alternatives 1. [Eqvista](https://www.capterra.ca/software/184325/eqvista) — 4.9/5 (31 reviews) 2. [Vestd](https://www.capterra.ca/software/207791/vestd) — 4.9/5 (97 reviews) 3. [SeedLegals](https://www.capterra.ca/software/172337/seedlegals) — 4.9/5 (83 reviews) 4. [WOWS Equity](https://www.capterra.ca/software/1039476/wows-cap-table) — 4.8/5 (88 reviews) 5. [FounderCatalyst](https://www.capterra.ca/software/1077627/FounderCatalyst) — 5.0/5 (6 reviews) ## Reviews ### "Customer feedback" — 4.0/5 > **Joshua** | *December 2, 2025* | Education Management | Recommendation rating: 8.0/10 > > **Pros**: Users of Certent Equity Management most frequently praise its exceptional customer support and its robust reporting capabilities for financial and SEC reporting. > > **Cons**: While many users praise the customer support team, slow response times have also been noted as a drawback. > > Overall, it seems like a powerful but complex tool. People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts"). ----- ### "Certent Equity Management: A robust solution for complex equity plans" — 4.0/5 > **Verified Reviewer** | *October 27, 2025* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: Robust reporting capabilities with high quality of Certent's customer service. Also love the highly customizable reporting features. > > **Cons**: User interface and navigation to be a bit clunky or difficult, particularly for more advanced functions. > > The overall experience with Certent Equity Management is largely great. It provides a powerful, reliable engine for administering complex equity plans, backed by a strong and expert support team. ----- ### "Efficient Equity Management Solution" — 5.0/5 > **Olivia** | *February 11, 2025* | Education Management | Recommendation rating: 7.0/10 > > **Pros**: Certent Equity Management offers a user-friendly interface with robust reporting tools, making it easy to manage equity plans. The automation features save time and reduce errors in compliance and financial reporting. > > **Cons**: The initial setup can be complex, and customer support response times can sometimes be slower than expected. > > My experience with Certent Equity Management has been positive overall. It simplifies equity plan administration and integrates well with financial systems, though there is a learning curve for new users. Once set up, it provides valuable insights and efficiency for managing stock options and cap tables. ----- ### "Reliable & Efficient Equity Management Solution" — 5.0/5 > **Navneet** | *February 22, 2025* | Alternative Medicine | Recommendation rating: 3.0/10 > > **Pros**: I really liked the user-friendly interface of Certent Equity Management. It makes equity tracking and compliance management much easier. The automation features save a lot of time, and the reporting process is effortless. Their customer support is prompt and helpful, which adds to the overall experience > > **Cons**: Some advanced reporting tools can be a bit complex to navigate at first, but once you get used to them, they work smoothly. The pricing might seem a little high, but considering the features provided, it is justified > > My overall experience has been very positive. The reliability and efficiency of the software exceeded my expectations. If you are looking for a robust and efficient equity management solution, this is a great option ----- ### "Great Platform and Amazing Customer Service" — 5.0/5 > **Sheri** | *January 7, 2025* | Telecommunications | Recommendation rating: 10.0/10 > > **Pros**: Our company has been a loyal client of Certent for over 10 years, benefiting from their exceptional support with producing monthly cap tables, option grants, exercises and even API integrations to our HRIS platform. Their top-notch customer service, especially the continuity of working with our dedicated Client Services Manager, \[sensitive content hidden\], is greatly appreciated. She's always been prompt with addressing any concerns and resolving our needs. > > **Cons**: I don't have any significant concerns with their system. > > Overall, I feel like we have stayed with Certent because their product is great and the high quality customer service that we receive with \[sensitive content hidden\]. ----- Page: 1 / 5\ Next: [Next page](https://www.capterra.ca/software/130772/certent-equity-management?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/130772/certent-equity-management) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data