EquiView vs Vestd
EquiView
schwabworkplaceservices.com
Vestd
vestd.comSide by side
| Figure | EquiView | Vestd |
|---|---|---|
| Price from | — | £25/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 5 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 7.2 (#19) |
| Headquarters | Lone Tree, Colorado, United States | London, United Kingdom |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | Vestd offers a free consultation and says customers receive ongoing support from equity specialists, with named account contacts as they scale. |
Plans
Vestd
- Essentials plan£25 a month
- InVestd Raise£150 a month
- Starter plan£220 a month
- Guided service plan£420 a month
- Enterprise plansPriced 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.