EquiView vs Shareworks
EquiView
schwabworkplaceservices.com
Shareworks
morganstanley.comSide by side
| Figure | EquiView | Shareworks |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 7.2 (#18) |
| Headquarters | Lone Tree, Colorado, United States | Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036. |
| 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. | Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday. |
| Purpose | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. | Shareworks is an equity compensation management platform 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 reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios. |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | Plan administrators are directed to contact their Relationship Manager for support. |
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.
Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.