EquiView vs Wealthlane
EquiView
schwabworkplaceservices.comWealthlane
wealthlane.coSide by side
| Figure | EquiView | Wealthlane |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Equity Compensation Management Software | 7.7 (#9) | 6.7 (#23) |
| Headquarters | Lone Tree, Colorado, United States | New York, NY |
| 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 site says HRIS, payroll, broker, and accounting systems connect through native integrations or a REST API. |
| Intended users | Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants. | The platform is presented for public companies and pre-IPO or late-stage private companies, including lean teams without a dedicated equity administrator. |
| Purpose | EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans. | Wealthlane is an equity management platform for public and pre-IPO companies, covering grants, vesting, compliance, reporting, and employee experience. |
| Reporting | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. | Wealthlane offers equity reports, dilution analysis, audit-ready exports, recurring reports, and sharing with auditors. |
| Support | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. | The site invites prospective customers to book a 20-minute live demo and lists [email protected] for contact. |
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.
Wealthlane
Wealthlane has no write-up on Specifiction yet; its figures are above.