EquiView vs Ledgy
EquiView
schwabworkplaceservices.com
Ledgy
ledgy.comSide by side
| Figure | EquiView | Ledgy |
|---|---|---|
| Price from | — | €250/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 6 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 8.7 (#3) |
| Financial reporting | Integrated expensing, valuation, and financial reporting support ASC 718 and IFRS 2 guidelines. | Ledgy provides financial reports and valuation support, including Black-Scholes and Monte Carlo valuations for public-company customers. |
| Headquarters | Lone Tree, Colorado, United States | Zurich, Switzerland |
| 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 product supports more than 70 HRIS integrations, including BambooHR, Personio, HiBob, Humaans, Lucca, CharlieHR, Workday and Deel. |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | Ledgy lists self-serve support for Launch, implementation and email support for Scale, and fully assisted onboarding with dedicated customer success support for Enterprise. |
| Target customers | Schwab says it has solutions for public and private companies. | Ledgy supports companies from incorporation through post-IPO and serves finance, legal and people teams at private and public companies. |
| What it does | EquiView is Charles Schwab’s equity administration platform for managing stock plans. | Ledgy is a cloud equity and executive-compensation platform covering cap tables, share plans, compliance, reporting, trading and settlement, and employee communications. |
Plans
Ledgy
- LaunchFree
- Essentials€3,000 a year
- Advanced€5,000 a year
- Scale€5,000 a year
- Enterprise€18,000 a year
- PublicPriced 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.
Ledgy
Ledgy manages equity and executive compensation for companies from incorporation through post-IPO, serving finance, legal, and people teams at private and public companies. Its tools cover cap tables, share plans, grants, employee communications, compliance, financial reporting, trading and settlement, and executive compensation. The platform automates country-specific compliance and global mobility reports, custom vesting, and IFRS 2 expensing. More than 70 HRIS integrations support synchronized data and grant workflows; automation also covers bulk document creation and signing, exercising, and offboarding. Employees can view grants, vesting schedules, and award updates, and exercise or trade shares. Ledgy states it is ISO 27001:2022 certified and lists controls including TLS 1.3 encryption, SAML SSO with SCIM provisioning, role-based access, and GDPR compliance. Its GraphQL API uses OAuth 2.0 service accounts and is limited to 20 requests every 5 seconds per company. The free Launch plan covers up to 50 stakeholders. Essentials starts at €3k/year, Scale and Advanced at €5k/year, and Enterprise at €18k/year; Public has custom pricing.