EquiView vs Global Shares
EquiView
schwabworkplaceservices.comGlobal Shares
jpmorganworkplacesolutions.comSide by side
| Figure | EquiView | Global Shares |
|---|---|---|
| Price from | — | $166.67/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 4 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 8.9 (#2) |
| Financial reporting | Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines. | The reporting suite supports audit-ready reports under ASC 718, IFRS 2, ASPE and JGAAP. |
| 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. | The REST-based API supports HRIS, tax, payroll and accounting integrations; listed partners include Deloitte, Standard Chartered, KPMG, SAP, ADP, Vanguard, T. Rowe Price, UKG and Workday. |
| Purpose | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. | The platform provides global employee stock plan administration and equity compensation management for private and public companies. |
| Reporting | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. | The platform offers business intelligence and financial reporting, including expense, disclosure, tax and EPS reporting. |
| What it does | EquiView is Charles Schwab’s equity administration platform for managing stock plans. | Workplace Solutions provides full-service administration and software for employee equity compensation and share plans. |
Plans
Global Shares
- StandardFree
- Premium$2,000 a year
- Custom$4,500 a year
- Custom enterprise offeringPriced on request
In their own words
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.
Global Shares
Global Shares has no write-up on Specifiction yet; its figures are above.