Certent Equity Management vs EquiView
Certent Equity Management
insightsoftware.comEquiView
schwabworkplaceservices.comSide by side
| Figure | Certent Equity Management | EquiView |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Equity Compensation Management Software | 7.7 (#8) | 7.7 (#9) |
| 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. | 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. |
| Pricing | The vendor directs visitors to a pricing request form and displays no listed price on that page. | The stock plan page describes pricing as all-inclusive with one clear price but gives no amount. |
| Purpose | Certent manages employee equity from early funding through IPO, including cap tables, grants, reporting, and participant access. | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. |
| Reporting | Prebuilt reports cover SEC, FASB, and IFRS, and Section 16 forms can be filed directly with the SEC. | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. |
| 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. | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. |
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.
EquiView
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.