# Top 10 Schwab EquiView Alternatives & Competitors
If you are considering Schwab EquiView, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to Schwab EquiView include ease of use and reliability. The best overall Schwab EquiView alternative is J.P.Morgan Workplace Solutions. Other similar apps like Schwab EquiView are Certent Equity Management, Ledgy, Optio Incentives, and Astrella. Schwab EquiView alternatives can be found in [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration) but may also be in [Equity Management Software](https://www.g2.com/categories/equity-management).


## Best Paid & Free Alternatives to Schwab EquiView
  - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
  - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews)
  - [Ledgy](https://www.g2.com/products/ledgy/reviews)
  - [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews)
  - [Astrella](https://www.g2.com/products/astrella/reviews)
  - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)
  - [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews)
  - [VU Live](https://www.g2.com/products/vu-live/reviews)
  - [BoardRoom](https://www.g2.com/products/boardroom/reviews)
  - [EquatePlus](https://www.g2.com/products/computershare-equateplus/reviews)

## Top 10 Alternatives to Schwab EquiView Recently Reviewed By G2 Community
Browse options below. Based on reviewer data, you can see how Schwab EquiView stacks up to the competition and find the best product for your business.


  ### 1. [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
By JPMorgan Chase
**Average Rating:** 4.8/5
**Total Reviews:** 145
J.P. Morgan understands that your company’s success is driven by the remarkable commitment and dedication of its employees. Workplace Solutions is a holistic tech and service-based offering, created to empower your team to easily navigate their workplace incentives with confidence. From stock plan management powered by Global Shares and financial education to wealth building and beyond - our intuitive solutions help you attract and keep talented people who believe in your company as much as you believe in them. Contact us today to find out how we can help empower your workforce.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-schwab-equiview)
**Compare J.P.Morgan Workplace Solutions with other alternatives:**
- [J.P.Morgan Workplace Solutions vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-j-p-morgan-workplace-solutions)
- [J.P.Morgan Workplace Solutions vs Ledgy](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-ledgy)
- [J.P.Morgan Workplace Solutions vs Optio Incentives](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-optio-incentives)
- [J.P.Morgan Workplace Solutions vs Astrella](https://www.g2.com/compare/astrella-vs-j-p-morgan-workplace-solutions)
- [J.P.Morgan Workplace Solutions vs Shareworks by Morgan Stanley](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-shareworks-by-morgan-stanley)
- [J.P.Morgan Workplace Solutions vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-j-p-morgan-workplace-solutions)
- [J.P.Morgan Workplace Solutions vs VU Live](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-vu-live)
- [J.P.Morgan Workplace Solutions vs BoardRoom](https://www.g2.com/compare/boardroom-vs-j-p-morgan-workplace-solutions)
- [J.P.Morgan Workplace Solutions vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-j-p-morgan-workplace-solutions)

  ### 2. [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews)
By insightsoftware
**Average Rating:** 4.4/5
**Total Reviews:** 117
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-schwab-equiview)
**Compare Certent Equity Management with other alternatives:**
- [Certent Equity Management vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/certent-equity-management-vs-j-p-morgan-workplace-solutions)
- [Certent Equity Management vs Ledgy](https://www.g2.com/compare/certent-equity-management-vs-ledgy)
- [Certent Equity Management vs Optio Incentives](https://www.g2.com/compare/certent-equity-management-vs-optio-incentives)
- [Certent Equity Management vs Astrella](https://www.g2.com/compare/astrella-vs-certent-equity-management)
- [Certent Equity Management vs Shareworks by Morgan Stanley](https://www.g2.com/compare/certent-equity-management-vs-shareworks-by-morgan-stanley)
- [Certent Equity Management vs Empower Stock Plan Services](https://www.g2.com/compare/certent-equity-management-vs-empower-stock-plan-services)
- [Certent Equity Management vs VU Live](https://www.g2.com/compare/certent-equity-management-vs-vu-live)
- [Certent Equity Management vs BoardRoom](https://www.g2.com/compare/boardroom-vs-certent-equity-management)
- [Certent Equity Management vs EquatePlus](https://www.g2.com/compare/certent-equity-management-vs-computershare-equateplus)

  ### 3. [Ledgy](https://www.g2.com/products/ledgy/reviews)
By Ledgy
**Average Rating:** 4.7/5
**Total Reviews:** 65
Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Ledgy](https://www.g2.com/compare/ledgy-vs-schwab-equiview)
**Compare Ledgy with other alternatives:**
- [Ledgy vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-ledgy)
- [Ledgy vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-ledgy)
- [Ledgy vs Optio Incentives](https://www.g2.com/compare/ledgy-vs-optio-incentives)
- [Ledgy vs Astrella](https://www.g2.com/compare/astrella-vs-ledgy)
- [Ledgy vs Shareworks by Morgan Stanley](https://www.g2.com/compare/ledgy-vs-shareworks-by-morgan-stanley)
- [Ledgy vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-ledgy)
- [Ledgy vs VU Live](https://www.g2.com/compare/ledgy-vs-vu-live)
- [Ledgy vs BoardRoom](https://www.g2.com/compare/boardroom-vs-ledgy)
- [Ledgy vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-ledgy)

  ### 4. [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews)
By Optio Incentives
**Average Rating:** 4.9/5
**Total Reviews:** 61
Optio Incentives is a SaaS company that provides software and support for optimization of all processes related to your equity compensation. We believe in fusing technology with the power of equity compensation to enhance our clients' business model. Through our experiences with assisting companies structure the optimal incentive scheme, maximizing the perceived value amongst employees and participants, we see that equity compensation drives entrepreneurship and increase focus on value creation. If you'd like to discuss how our services can benefit your organization, please contact us.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Optio Incentives](https://www.g2.com/compare/optio-incentives-vs-schwab-equiview)
**Compare Optio Incentives with other alternatives:**
- [Optio Incentives vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-optio-incentives)
- [Optio Incentives vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-optio-incentives)
- [Optio Incentives vs Ledgy](https://www.g2.com/compare/ledgy-vs-optio-incentives)
- [Optio Incentives vs Astrella](https://www.g2.com/compare/astrella-vs-optio-incentives)
- [Optio Incentives vs Shareworks by Morgan Stanley](https://www.g2.com/compare/optio-incentives-vs-shareworks-by-morgan-stanley)
- [Optio Incentives vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-optio-incentives)
- [Optio Incentives vs VU Live](https://www.g2.com/compare/optio-incentives-vs-vu-live)
- [Optio Incentives vs BoardRoom](https://www.g2.com/compare/boardroom-vs-optio-incentives)
- [Optio Incentives vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-optio-incentives)

  ### 5. [Astrella](https://www.g2.com/products/astrella/reviews)
By Equiniti
**Average Rating:** 4.5/5
**Total Reviews:** 51
Astrella is an cloud-based SaaS solution. We provide companies a platform to streamline their ownership data, including cap table and employee equity plans. In addition, Astrella utilizes blockchain technology allowing you to have an uncontested genealogy of a share. Our equity management platform provides one source of truth for employers, employees, and services firms who often support these efforts, including law, PE, VC, and accounting firms, eliminating the potential for error that comes with utilizing spreadsheets. Offering financial reporting, such as ASC 718, Fully Diluted Cap Table, Waterfall Analysis, 409a Valuation, live customer service, electronic granting of certificates with an online portal for your shareholders and employees. Related Keywords: Modeling, Exit Modeling, Cap management, cap table reporting, SAFEs, Warrant, Stock options, PIUs, Restricted awards (RSUs), equity financial reporting, stock certificates, grant agreement. Private equity management.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Astrella](https://www.g2.com/compare/astrella-vs-schwab-equiview)
**Compare Astrella with other alternatives:**
- [Astrella vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/astrella-vs-j-p-morgan-workplace-solutions)
- [Astrella vs Certent Equity Management](https://www.g2.com/compare/astrella-vs-certent-equity-management)
- [Astrella vs Ledgy](https://www.g2.com/compare/astrella-vs-ledgy)
- [Astrella vs Optio Incentives](https://www.g2.com/compare/astrella-vs-optio-incentives)
- [Astrella vs Shareworks by Morgan Stanley](https://www.g2.com/compare/astrella-vs-shareworks-by-morgan-stanley)
- [Astrella vs Empower Stock Plan Services](https://www.g2.com/compare/astrella-vs-empower-stock-plan-services)
- [Astrella vs VU Live](https://www.g2.com/compare/astrella-vs-vu-live)
- [Astrella vs BoardRoom](https://www.g2.com/compare/astrella-vs-boardroom)
- [Astrella vs EquatePlus](https://www.g2.com/compare/astrella-vs-computershare-equateplus)

  ### 6. [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)
By Morgan Stanley Smith Barney
**Average Rating:** 3.8/5
**Total Reviews:** 32
We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with certainty.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Shareworks by Morgan Stanley](https://www.g2.com/compare/schwab-equiview-vs-shareworks-by-morgan-stanley)
**Compare Shareworks by Morgan Stanley with other alternatives:**
- [Shareworks by Morgan Stanley vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs Ledgy](https://www.g2.com/compare/ledgy-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs Optio Incentives](https://www.g2.com/compare/optio-incentives-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs Astrella](https://www.g2.com/compare/astrella-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs VU Live](https://www.g2.com/compare/shareworks-by-morgan-stanley-vs-vu-live)
- [Shareworks by Morgan Stanley vs BoardRoom](https://www.g2.com/compare/boardroom-vs-shareworks-by-morgan-stanley)
- [Shareworks by Morgan Stanley vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-shareworks-by-morgan-stanley)

  ### 7. [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews)
By Empower
**Average Rating:** 4.7/5
**Total Reviews:** 24
Through technology, education, and support we simplify your equity administration and cap table management. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies. Deep expertise, easy-to-use software. OptionTrax®.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-schwab-equiview)
**Compare Empower Stock Plan Services with other alternatives:**
- [Empower Stock Plan Services vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/empower-stock-plan-services-vs-j-p-morgan-workplace-solutions)
- [Empower Stock Plan Services vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-empower-stock-plan-services)
- [Empower Stock Plan Services vs Ledgy](https://www.g2.com/compare/empower-stock-plan-services-vs-ledgy)
- [Empower Stock Plan Services vs Optio Incentives](https://www.g2.com/compare/empower-stock-plan-services-vs-optio-incentives)
- [Empower Stock Plan Services vs Astrella](https://www.g2.com/compare/astrella-vs-empower-stock-plan-services)
- [Empower Stock Plan Services vs Shareworks by Morgan Stanley](https://www.g2.com/compare/empower-stock-plan-services-vs-shareworks-by-morgan-stanley)
- [Empower Stock Plan Services vs VU Live](https://www.g2.com/compare/empower-stock-plan-services-vs-vu-live)
- [Empower Stock Plan Services vs BoardRoom](https://www.g2.com/compare/boardroom-vs-empower-stock-plan-services)
- [Empower Stock Plan Services vs EquatePlus](https://www.g2.com/compare/empower-stock-plan-services-vs-computershare-equateplus)

  ### 8. [VU Live](https://www.g2.com/products/vu-live/reviews)
By Investec Share Plan Services
A transformative, real time and totally interconnected share plans solution.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs VU Live](https://www.g2.com/compare/schwab-equiview-vs-vu-live)
**Compare VU Live with other alternatives:**
- [VU Live vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-vu-live)
- [VU Live vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-vu-live)
- [VU Live vs Ledgy](https://www.g2.com/compare/ledgy-vs-vu-live)
- [VU Live vs Optio Incentives](https://www.g2.com/compare/optio-incentives-vs-vu-live)
- [VU Live vs Astrella](https://www.g2.com/compare/astrella-vs-vu-live)
- [VU Live vs Shareworks by Morgan Stanley](https://www.g2.com/compare/shareworks-by-morgan-stanley-vs-vu-live)
- [VU Live vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-vu-live)
- [VU Live vs BoardRoom](https://www.g2.com/compare/boardroom-vs-vu-live)
- [VU Live vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-vu-live)

  ### 9. [BoardRoom](https://www.g2.com/products/boardroom/reviews)
By BoardRoom
Employee stock ownership plans (ESOP) encourage workers to enhance their performance as they directly benefit from the organisation’s success, making it a win-win for both sides. As a result, many businesses use ESOPs as a successful development strategy.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs BoardRoom](https://www.g2.com/compare/boardroom-vs-schwab-equiview)
**Compare BoardRoom with other alternatives:**
- [BoardRoom vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/boardroom-vs-j-p-morgan-workplace-solutions)
- [BoardRoom vs Certent Equity Management](https://www.g2.com/compare/boardroom-vs-certent-equity-management)
- [BoardRoom vs Ledgy](https://www.g2.com/compare/boardroom-vs-ledgy)
- [BoardRoom vs Optio Incentives](https://www.g2.com/compare/boardroom-vs-optio-incentives)
- [BoardRoom vs Astrella](https://www.g2.com/compare/astrella-vs-boardroom)
- [BoardRoom vs Shareworks by Morgan Stanley](https://www.g2.com/compare/boardroom-vs-shareworks-by-morgan-stanley)
- [BoardRoom vs Empower Stock Plan Services](https://www.g2.com/compare/boardroom-vs-empower-stock-plan-services)
- [BoardRoom vs VU Live](https://www.g2.com/compare/boardroom-vs-vu-live)
- [BoardRoom vs EquatePlus](https://www.g2.com/compare/boardroom-vs-computershare-equateplus)

  ### 10. [EquatePlus](https://www.g2.com/products/computershare-equateplus/reviews)
By Computershare
Discover the next generation of digital innovation with EquatePlus. The platform simplifies employee share plan management and provides participants with a superior experience. Companies have full control of their employee share plans using the powerful suite of tools. With a modern and intuitive platform, managing your plans is simple.


Categories in common with Schwab EquiView: [Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration)

**Compare:** [Schwab EquiView vs EquatePlus](https://www.g2.com/compare/computershare-equateplus-vs-schwab-equiview)
**Compare EquatePlus with other alternatives:**
- [EquatePlus vs J.P.Morgan Workplace Solutions](https://www.g2.com/compare/computershare-equateplus-vs-j-p-morgan-workplace-solutions)
- [EquatePlus vs Certent Equity Management](https://www.g2.com/compare/certent-equity-management-vs-computershare-equateplus)
- [EquatePlus vs Ledgy](https://www.g2.com/compare/computershare-equateplus-vs-ledgy)
- [EquatePlus vs Optio Incentives](https://www.g2.com/compare/computershare-equateplus-vs-optio-incentives)
- [EquatePlus vs Astrella](https://www.g2.com/compare/astrella-vs-computershare-equateplus)
- [EquatePlus vs Shareworks by Morgan Stanley](https://www.g2.com/compare/computershare-equateplus-vs-shareworks-by-morgan-stanley)
- [EquatePlus vs Empower Stock Plan Services](https://www.g2.com/compare/empower-stock-plan-services-vs-computershare-equateplus)
- [EquatePlus vs VU Live](https://www.g2.com/compare/computershare-equateplus-vs-vu-live)
- [EquatePlus vs BoardRoom](https://www.g2.com/compare/boardroom-vs-computershare-equateplus)


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