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SPECIFICTION
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EquiView

schwabworkplaceservices.com

Web
Visit schwabworkplaceservices.com
Spec score 7.7 #9 of 29 in Equity Compensation Management Software

What it is

EquiView is Charles Schwab’s web platform for administering and recording company stock plans for public and private companies. It supports stock options, ESPP, performance awards, restricted stock units, and cash awards, with advanced vesting rules. A dashboard presents plan metrics, real-time updates, and attention notifications. Teams can build reports from hundreds of fields, schedule delivery, and support financial reporting under ASC 718 and IFRS 2. Rules-based mobility recordkeeping helps automate withholding calculations for employees working across jurisdictions. The Modeler supplies a replica database for testing changes without affecting production data. Audit records timestamp updates and identify who made them. EquiView can integrate with existing systems, including ADP and Workday, through secure file transfers. Participants can view and transact awards through a multilingual interface and mobile app. Pricing is all-inclusive with one clear price, but the amount is available on request.

Spec sheet

What it does
EquiView is Charles Schwab’s equity administration platform for managing stock plans.Read 11 Oct 2026 · schwabworkplaceservices.com
Purpose
EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans.Read 11 Oct 2026 · schwabworkplaceservices.com
Intended users
Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants.Read 11 Oct 2026 · schwabworkplaceservices.com
Integrations
Schwab says EquiView can integrate with existing systems; its demo describes secure file transfers and experience integrating with providers and HR systems such as ADP and Workday.Read 11 Oct 2026 · schwabworkplaceservices.com
Support
Dedicated teams provide help with conversion, financial reporting, client service, and product questions.Read 11 Oct 2026 · schwabworkplaceservices.com
Headquarters
Lone Tree, Colorado, United StatesRead 28 Sep 2026 · schwabworkplaceservices.com
Automation
The platform can automate routine tasks such as participant tracking and tax withholding calculations.Read 11 Oct 2026 · schwabworkplaceservices.com
Award coverage
The demo says EquiView handles incentive and nonqualified stock options, performance awards, and restricted stock units, among other award features.Read 11 Oct 2026 · schwabworkplaceservices.com
Awards
EquiView can record awards including ISOs, non-qualified awards, performance awards, and RSUs, along with vesting schedules, deferrals, dividend equivalents, and retirement eligibility.Read 11 Oct 2026 · schwabworkplaceservices.com
Dashboard
The EquiView dashboard provides plan metrics, real-time updates, and notifications about items needing attention.Read 11 Oct 2026 · schwabworkplaceservices.com
Data audit
EquiView’s audit functionality timestamps record updates and identifies who made each change.Read 11 Oct 2026 · schwabworkplaceservices.com
Data fields
The demo says EquiView stores over 100 employee data fields and provides 28 customizable user-defined fields.Read 11 Oct 2026 · schwabworkplaceservices.com
Financial reporting
Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines.Read 11 Oct 2026 · schwabworkplaceservices.com
Global tax
Its rules-based mobility recordkeeping helps automate tax withholding calculations for employees working across multiple jurisdictions.Read 11 Oct 2026 · schwabworkplaceservices.com
Mobility and tax
It tracks mobile employees’ data changes and helps automate withholding calculations across multiple tax jurisdictions.Read 11 Oct 2026 · schwabworkplaceservices.com
Participant access
The participant platform provides anytime access to view and transact equity awards through a multilingual interface and mobile app.Read 11 Oct 2026 · schwabworkplaceservices.com
Pricing
The stock plan page describes pricing as all-inclusive with one clear price but gives no amount.Read 11 Oct 2026 · schwabworkplaceservices.com
Reporting
Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats.Read 11 Oct 2026 · schwabworkplaceservices.com
Security and audit
Schwab says EquiView safeguards data and keeps detailed records; the demo describes timestamped record changes and who made them.Read 11 Oct 2026 · schwabworkplaceservices.com
Security and compliance
Schwab says data is safeguarded and that detailed records help clients stay compliant.Read 11 Oct 2026 · schwabworkplaceservices.com
Target customers
Schwab says it has solutions for public and private companies.Read 11 Oct 2026 · schwabworkplaceservices.com
Test environment
The Modeler sandbox lets teams test a replica database without downstream impacts to production data.Read 11 Oct 2026 · schwabworkplaceservices.com
Testing environment
EquiView Modeler provides a replica database for testing changes without affecting production data.Read 11 Oct 2026 · schwabworkplaceservices.com

Plans and prices

Stock Plan Services Priced on request All-inclusive pricing; one clear price; amount not listed Read 11 Oct 2026 · schwabworkplaceservices.com

Every EquiView plan and price →

Strong points and limits

Strong points

  • Supports multiple award types and advanced vesting
  • Custom reports with scheduled delivery
  • Mobility tax withholding automation
  • Replica database for change testing
  • Timestamped audit records

Limits

  • Pricing amount is available only on request
  • Web platform with participant mobile access
  • Integration details depend on existing systems

Who it suits

EquiView suits finance teams, plan administrators, and participants at public or private companies managing equity awards. It is relevant where tax, reporting, audit, and HR-system integration matter.

Verdict

EquiView covers stock-plan records, reporting, tax workflows, testing, and participant transactions. Buyers should request pricing and verify integration requirements for their systems.

Where Specifiction places it

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