EquiView vs ShareForce
EquiView
schwabworkplaceservices.comShareForce
shareforce.netSide by side
| Figure | EquiView | ShareForce |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 3 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 6.6 (#25) |
| Headquarters | Lone Tree, Colorado, United States | United Kingdom |
| 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 maker lists Workday, BambooHR, HiBob, FactSet, Finswitch, Convera, DocuSign, Stockbit, SAP, Airwallex, PeopleSoft, and FIX as supported integrations. |
| Purpose | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. | ShareForce manages employee share incentive plans from grant and vesting through compliance reporting and participant communication. |
Plans
ShareForce
- ComprehensivePrice not published
- CustomisablePriced on request
- Preparing for GrowthPrice not published
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.
ShareForce
ShareForce has no write-up on Specifiction yet; its figures are above.