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SPECIFICTION
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Certent Equity Management vs Global Shares

Certent Equity Management

insightsoftware.com

Global Shares

jpmorganworkplacesolutions.com

Side by side

FigureCertent Equity ManagementGlobal Shares
Price from—$166.67/mo
Free plan—Yes
Free trial——
Open source——
WebYesYes
iOS—Yes
Android—Yes
API—Yes
Plans published14
Spec score · Equity Compensation Management Software7.7 (#8)8.9 (#2)
Cap tableIt models exits and future funding rounds against the live cap table, including payout waterfalls by security class.Cap table management provides ownership tracking and a digital source of truth for investors and employees.
IntegrationsThe HR Payroll Connector syncs year-to-date tax, compensation, and demographic data with payroll or HRIS systems; the Broker Connector supports major brokerages through direct connections or FIX links.The REST-based API supports HRIS, tax, payroll and accounting integrations; listed partners include Deloitte, Standard Chartered, KPMG, SAP, ADP, Vanguard, T. Rowe Price, UKG and Workday.
Participant portalParticipants can view holdings, model exercises, set tax elections, and sign documents through a self-service portal.Employees can view awards, accept grants, exercise options, sell shares, access documents and vote in company meetings through the portal.
PurposeCertent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access.The platform provides global employee stock plan administration and equity compensation management for private and public companies.
ReportingPrebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC.The platform offers business intelligence and financial reporting, including expense, disclosure, tax and EPS reporting.

Plans

Certent Equity Management

  • Certent Equity ManagementPriced on request

Certent Equity Management pricing →

Global Shares

  • StandardFree
  • Premium$2,000 a year
  • Custom$4,500 a year
  • Custom enterprise offeringPriced on request

Global Shares pricing →

In their own words

Certent Equity Management

Certent Equity Management is a paid web product for managing employee equity from early funding through IPO. It handles live cap tables, grant administration, participant access, reporting, and compliance for private companies, public companies, and brokers or partners. Teams can model exits and future funding rounds, including payout waterfalls by security class. Grant workflows cover creation, approvals, vesting, and communications across more than 15 award types, with digital signatures and audit trails. Employees, founders, and shareholders can view holdings, model exercises, set tax elections, and sign documents in a participant portal. Prebuilt reports cover SEC, FASB, and IFRS, with Section 16 filing directly to the SEC. Payroll and broker connectors exchange data with HRIS, payroll systems, and major brokerages. Optional modules include Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. Pricing is on request.

Visit insightsoftware.com

Global Shares

Global Shares has no write-up on Specifiction yet; its figures are above.

Visit jpmorganworkplacesolutions.com