Certent Equity Management vs Shareworks
Certent Equity Management
insightsoftware.com
Shareworks
morganstanley.comSide by side
| Figure | Certent Equity Management | Shareworks |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Equity Compensation Management Software | 7.7 (#8) | 7.2 (#18) |
| Spec score · Cap Table Management Software | 7.5 (#15) | 7.2 (#21) |
| 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. | Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday. |
| Product | Certent manages employee equity across the lifecycle from early funding through IPO and beyond. | Shareworks is an integrated equity compensation management platform for private and public companies. |
| Purpose | Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access. | Shareworks is an equity compensation management platform for private and public companies. |
| Reporting | Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC. | The platform offers reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios. |
| Security | insightsoftware says its cloud solutions encrypt data in transit and at rest using TLS and AES-256. | Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features. |
| Support | Customers can run Certent themselves or hand plan administration to Certified Equity Professionals; the vendor also offers professional services such as training and custom reporting. | Plan administrators are directed to contact their Relationship Manager for support. |
Plans
Certent Equity Management
- Certent Equity ManagementPriced on request
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.
Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.