Certent Equity Management vs. Coinbase

Well suited to track stock option grants and provide reports for SEC filings. Well suited to submit forms for section 16 filers.

Incentivized

Coinbase is well suited to the beginning investor, or someone who wants to learn more about Crytpo. While not all forms of Crypto are available for purchase outside of Coinbase Wallet, the variety is great. Also, the way their graphs display performance over time is so convenient, we do not have to do excessive outside research, because Coinbase is great at keeping relevant information in one place.

Incentivized

• Great response time
• Easy to use
• Great search feature

Incentivized

• Coinbase has a really nice looking design which offers for a better user experience.
• Coinbase is extremely easy to use.
• Coinbase does a great job delivering company news/changes to its users.
• Coinbase offers frequent updates which makes you feel more secure using their services.

Incentivized

• Training could be given better to employees.
• [In my opinion, the] customer support team is very slow in response.
• It should allow [the] customizing [of] reports, including column headings.

• The fees coinbase charges on top of the crypto networks are relatively high, compared to the rest of the industry
• Under load/high volume, the site and application become unresponsive
• Customer support is lacking. It's hard to talk to a human and get a real response to your questions/concerns. This is particularly irritating since we're dealing with money.

Incentivized

I personally like the Equity Edge software better. The reporting is better and the software easier to use. The reason we didn’t continue to work with them is we didn’t want to use E-Trade as captive broker.

Pretty easy to go through and learn on your own.

The application and desktop versions are updated regularly and rarely experience down time.

Incentivized

I can only remember a couple of times when cannot access the system.

We do not access support directly. We go through Plan Mosaic.

I haven't needed to contact support for Coinbase yet—it's probably because it is super easy to use and very intuitive. If I were to use the support, it would probably be better than these other companies because most of the other ones come from foreign markets or aren't as big as Coinbase.

Incentivized

We had a 2 hour introduction to the software over a Webex meeting by Plan Mosaic, and a user guide. Plan Mosaic is a reseller.

A lot of decisions had been made already when I joined. I thought it was a fairly smooth process. You just need to make sure that you do a good job of auditing all the awards that are transferred from system to system. We did a reverse stock split that caused challenges with rounding of shares.

As an organization, we have evaluated various Equity management and accounting software before shortlisting and testing these software and finally selecting 1 software. It has a user-friendly interface that helps and encourages employee participation. Moreover, it has simple and easy-to-understand grants and reporting, which are illustrated by easy-to-understand examples.

Coinbase and robinhood both offer crypto trading and investing. Coinbase, however, also offers to stake along with sending and receiving crypto. It's also nice that Coinbase focuses on crypto rather than also offering the purchasing and selling of stocks. Coinbase also does a better job of trying to educate their users about each crypto and often offers free crypto with that education. I use Coinbase for crypto trading/purchasing for those reasons.

Incentivized

• It helps with taxation compliance, which could be a major issue.
• [The] uploaded template helps with large amounts of data [that needs] uploading in grants and helps keep a lean team in management and operations.
• [The] availability of different types of reports makes transactional activity easy.
• Accounting, reporting, and disclosures become easy.

• I have been interested in investing. But certain stocks are high. Cryptocurrency is open to whatever amount you have unlike stash or e-trader that only you a small amount to ownership
• I get the benefits to be educated on a few currencies and blockchains. They even give you a starting amount to get you trading
• To withdrawal, coinbase ask which currency to withdraw from. Then give a QR code to point at a bitcoin ATM or service.

Incentivized