EquiView vs Pulley
EquiView
schwabworkplaceservices.comPulley
site.pulley.comSide by side
| Figure | EquiView | Pulley |
|---|---|---|
| Price from | — | $100/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 6 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 7.4 (#13) |
| 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. | Pulley names Gusto, Bamboo, Workday, Rippling, Slack, Front, Salesforce, and GitHub among its integrations. |
| Intended users | Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants. | Pulley says its platform is designed for founders and finance teams at high-growth companies. |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | Pulley says customers have 24/7 access to cap table experts and reports an average support response time under five minutes. |
Plans
Pulley
- Startup$1,200 a year
- Growth$3,500 a year
- DistributionsPriced on request
- EnterprisePriced on request
- Token Cap tablePriced on request
- ValuationsPriced 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.