E*TRADE Stock Plan vs Certent Equity Management

ESE*TRADE Stock Plan8.6Visit Certent Equity Management8.4Visit

Higher score ES E*TRADE Stock Plan #7 in Stock Plan Administration Software 8.6/10 Pricing on request ✓ 2 of 6 features Visit E*TRADE

vs

Certent Equity Management #8 in Stock Plan Administration Software 8.4/10 Pricing on request ✓ 5 of 6 features Visit Certent

• E*TRADE Stock Plan fits best

  Employers focused on participant stock-plan access

• Certent Equity Management fits best

  Companies needing compliance reporting and grant workflows

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Side by side

Feature	ESE*TRADE Stock Plan 8.6/10 Visit ↗	Certent Equity Management 8.4/10 Visit ↗
At a glance
Editor score	8.6	8.4
Ranking	#7 in Stock Plan Administration Software	#8 in Stock Plan Administration Software
Best for	Employers focused on participant stock-plan access	Companies needing compliance reporting and grant workflows
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features E*TRADE Stock Plan 2/6 · Certent Equity Management 5/6
Employee grants	✓	✓
ESPP administration	Not checked yet	Not checked yet
Option exercise	Not checked yet	✓ (best)
Tax withholding	Not checked yet	✓ (best)
Participant portal	✓	✓
Reporting and exports	Not checked yet	✓ (best)
Specs
Participant limit	Not checked yet	Not checked yet
Our review
Pros	Shows holdings by benefit type or action status. Highlights grants ready for acceptance, unvested, sellable, or exercisable. Provides personalized action items and Tax Center document access.	Creates, approves, vests, and digitally signs equity grants with audit trails Supports participant exercise modeling, tax elections, and document access Files Section 16 forms directly with the SEC and supports SEC, FASB, and IFRS reporting
Cons	Administration pricing is not published on the site. Stock plan commissions and fees are visible only after login. Published capabilities provide less detail on plan processing and reporting.	Pricing is quote-based and requires contacting sales Its broad administration and reporting scope may exceed basic grant-tracking needs The platform is cloud-based and web-only
Our verdict	E*TRADE Stock Plan is part of Morgan Stanley at Work’s employee stock plan services. It combines equity compensation plan administration solutions for companies with stock plan account access for participants. Employees can view holdings… Read the review →	Certent Equity Management supports stock plan and equity administration for private and public companies, with a scope that spans cap table management, grants, accounting outputs, reporting, and participant access. Companies that need… Read the review →

Strengths and trade-offs

• E*TRADE Stock Plan — where it wins

  • Shows holdings by benefit type or action status.
  • Highlights grants ready for acceptance, unvested, sellable, or exercisable.
  • Provides personalized action items and Tax Center document access.

  Where it doesn't

  • Administration pricing is not published on the site.
  • Stock plan commissions and fees are visible only after login.
  • Published capabilities provide less detail on plan processing and reporting.

• Certent Equity Management — where it wins

  • Creates, approves, vests, and digitally signs equity grants with audit trails
  • Supports participant exercise modeling, tax elections, and document access
  • Files Section 16 forms directly with the SEC and supports SEC, FASB, and IFRS reporting

  Where it doesn't

  • Pricing is quote-based and requires contacting sales
  • Its broad administration and reporting scope may exceed basic grant-tracking needs
  • The platform is cloud-based and web-only

• ESE*TRADE Stock Plan8.6/10 · Pricing on request

  Participant access to holdings, grant status, action items, and tax information.

  Visit E*TRADEFull verdict →
• Certent Equity Management8.4/10 · Pricing on request

  A full-lifecycle stock plan platform with participant workflows and public-company reporting.

  Visit CertentFull verdict →