Diligent Equity vs EquiView
Diligent Equity
diligent.comEquiView
schwabworkplaceservices.comSide by side
| Figure | Diligent Equity | EquiView |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Equity Compensation Management Software | 7.1 (#20) | 7.7 (#9) |
| Headquarters | New York, United States | Lone Tree, Colorado, United States |
| Intended users | The product page describes the software as preparation for company growth and raising capital, and Diligent’s login page calls it cap table management for growth-stage companies. | Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants. |
| Pricing | The product page offers a request-pricing option and directs prospective customers to contact sales for a demo or conversation. | The stock plan page describes pricing as all-inclusive with one clear price but gives no amount. |
| Purpose | The software manages option plans, supports cap table accuracy and helps companies prepare to raise capital. | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. |
| Reporting | The product offers more than 20 report types, including ASC 718 expense and disclosure reports, with export to PDF or Excel. | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. |
| Support | The cap table page says Diligent’s customer service team is available 24/7/365. | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. |
Plans
In their own words
Diligent Equity
Diligent Equity has no write-up on Specifiction yet; its figures are above.
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.