EquiView vs OptionTrax
EquiView
schwabworkplaceservices.comOptionTrax
optiontrax.comSide by side
| Figure | EquiView | OptionTrax |
|---|---|---|
| Price from | — | $449/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 7.3 (#15) |
| Headquarters | Lone Tree, Colorado, United States | The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428. |
| 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 services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration. |
| Purpose | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. | OptionTrax provides software and services for employee equity plan administration. |
| Reporting | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. | The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output. |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions. |
Plans
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.
OptionTrax
OptionTrax has no write-up on Specifiction yet; its figures are above.