---
description: ¿Qué es y para qué sirve Certent Equity Management? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ¿Qué es Certent Equity Management? - Reseñas, precios y funciones - Capterra México 2026
---

Breadcrumb: [Inicio](/) > [Software de inversión](/directory/31561/equity-management/software) > [Certent Equity Management](/software/130772/certent-equity-management)

# Certent Equity Management

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> Agiliza la gestión de compensación y tablas de capitalización y patrimonio, perfecciona el cumplimiento, minimiza el riesgo y mejora la productividad. Hay vida más allá de las hojas de cálculo.
> 
> Veredicto: 85 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**.

-----

## Vista rápida

### ¿Quién usa Certent Equity Management?

Empresas públicas y privadas de todos los tamaños y en todas las etapas, desde startups hasta grandes empresas de todos los sectores.

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.6/5** | 85 Opiniones |
| Facilidad de uso | 4.5/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.8/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.4/5 | Basado en las opiniones generales |
| Funciones | 4.4/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: insightsoftware
- **Ubicación**: Raleigh, EE. UU.
- **Constitución**: 2018

## Contexto comercial

- **Público objetivo**: 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+
- **Despliegue y plataformas**: Cloud, SaaS, Web
- **Idiomas admitidos**: inglés
- **Países disponibles**: Alemania, Arabia Saudita, Austria, Bélgica, Canadá, Catar, Dinamarca, España, Estados Unidos, Finlandia, Francia, Luxemburgo, Noruega, Países Bajos, Portugal, Reino Unido, Suecia, Suiza, Tailandia

## Funciones

- Almacenamiento de documentos
- Análisis de datos del mercado
- Capital privado
- Capital público
- Creación de informes de inversores
- Creación de informes financieros
- Creación de informes y estadísticas
- Creación de informes/análisis
- Declaraciones sobre indemnizaciones
- Gestión de adquisiciones
- Gestión de la conformidad
- Gestión de presupuestos
- Panel de actividades
- Programas de recompensas de empleados
- Tabla de capitalización

## Integraciones (en total: 1)

- Microsoft Excel

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia telefónica

## Categoría

- [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software)

## Categorías relacionadas

- [Software de inversión](https://www.capterra.mx/directory/31561/equity-management/software)
- [Sistema de compensación](https://www.capterra.mx/directory/30667/compensation-management/software)
- [Software de gestión de carteras](https://www.capterra.mx/directory/20010/investment-management/software)
- [Software de contabilidad de fondos de inversión](https://www.capterra.mx/directory/30114/fund-accounting/software)
- [Software de gestión de riesgos financieros](https://www.capterra.mx/directory/20009/financial-risk-management/software)

## Alternativas

1. [Vestd](https://www.capterra.mx/software/207791/vestd) — 4.9/5 (97 reviews)
2. [EquatePlus](https://www.capterra.mx/software/185804/equateplus) — 1.4/5 (13 reviews)
3. [Corporify](https://www.capterra.mx/software/215775/corporify) — 4.6/5 (29 reviews)
4. [Optio](https://www.capterra.mx/software/1039563/optio) — 4.7/5 (7 reviews)
5. [Carta](https://www.capterra.mx/software/176931/carta) — 4.2/5 (62 reviews)

## Opiniones

### "Very easy to use\!" — 4.0/5

> **Komail** | *7 de mayo de 2024* | Restaurantes | Valoración de la recomendación: 7.0/10
> 
> **Puntos a favor**: The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful.
> 
> **Puntos en contra**: Sometimes reaching out to customer service does not yield a quick enough response.

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### "Reliable and User-Friendly Equity Management Solution" — 5.0/5

> **Anouar** | *22 de febrero de 2025* | Redacción y edición | Valoración de la recomendación: 8.0/10
> 
> **Puntos a favor**: Certent Equity Management offers a user-friendly interface that simplifies navigation and reporting. The platform provides real-time statistics and flexible reporting features, which are particularly beneficial for managing various equity awards. Additionally, the customer support team is responsive and knowledgeable, assisting with timely resolutions to queries.
> 
> **Puntos en contra**: Some users have noted that certain reports could be improved for better visibility. For example, specific columns in reports may require manual adjustment to enhance readability. Additionally, while the platform is intuitive, initial setup can be complex, and customer support response times may sometimes be slower than expected.
> 
> Overall, Certent Equity Management is a robust and efficient tool for managing equity plans. Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report customization and support response times, the platform delivers significant value and has positively impacted our equity management processes.

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### "Reliable & Efficient Equity Management Solution" — 5.0/5

> **Navneet** | *22 de febrero de 2025* | Medicina alternativa | Valoración de la recomendación: 3.0/10
> 
> **Puntos a favor**: 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
> 
> **Puntos en contra**: 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

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### "Great Platform and Amazing Customer Service" — 5.0/5

> **Sheri** | *7 de enero de 2025* | Telecomunicaciones | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: 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.
> 
> **Puntos en contra**: 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 \[sensitive content hidden\].

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### "We love our Certent Team\!" — 5.0/5

> **Ashley** | *7 de enero de 2025* | Telecomunicaciones | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: Tina and her team are extremely efficient and responsive. They are always available to assist us when needed. I've learned so much over this past year taking on our equity piece at my company. The site is easy to use and is integrated well with our internal HRIS system.
> 
> **Puntos en contra**: We haven't found any downsides. Our Certent team gives us the time and attention to complete all activities on a weekly or monthly basis. They are always available to complete time sensitive tasks that get thrown in throughout the year as well.
> 
> It has been a fantastic experience so far. They have made my transition into equity as seamless and painless as possible. I appreciate their patience and willingness to help with any task.

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