EquiView vs Eqvista

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.

Eqvista combines equity management, valuation services, and app-based company valuation for private companies. Its cap table tools track ownership and manage shares, options, SAFEs, and employee equity, alongside vesting schedules, compliance, and funding or liquidity scenario modeling. Governance and compliance features include board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation offerings include 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation provides an app-based estimate of common stock value for private companies; Eqvista says it does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data into that feature, and the mobile app provides valuation insights on iOS and Android. The free cap table plan covers fewer than 20 stakeholders. Premium Cap Table costs $2 a month, billed per stakeholder; a valuation and cap table bundle is listed from $990 a year. Eqvista says it uses AWS, AWS KMS encryption at rest, and TLS/SSL in transit.