Certent Equity Management vs ShareForce
Certent Equity Management
insightsoftware.comShareForce
shareforce.netSide by side
| Figure | Certent Equity Management | ShareForce |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 3 |
| Spec score · Equity Compensation Management Software | 7.7 (#8) | 6.6 (#26) |
| Spec score · Cap Table Management Software | 7.5 (#15) | 6.5 (#26) |
| Integrations | The 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 maker lists Workday, BambooHR, HiBob, FactSet, Finswitch, Convera, DocuSign, Stockbit, SAP, Airwallex, PeopleSoft, and FIX as supported integrations. |
| Participant portal | Participants can view holdings, model exercises, set tax elections, and sign documents through a self-service portal. | Employees can use a self-service portal to view holdings, model scenarios, and track vesting. |
| Purpose | Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access. | ShareForce manages employee share incentive plans from grant and vesting through compliance reporting and participant communication. |
| Security | insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS and AES-256. | ShareForce states that it is compliant with SOC 2 Type II for security, availability, and confidentiality. |
Plans
Certent Equity Management
- Certent Equity ManagementPriced on request
ShareForce
- ComprehensivePrice not published
- CustomisablePriced on request
- Preparing for GrowthPrice not published
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.
ShareForce
ShareForce has no write-up on Specifiction yet; its figures are above.