Top 10 Schwab EquiView Alternatives & Competitors

Research alternative solutions to Schwab EquiView on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Schwab EquiView include reliability and ease of use. The best overall Schwab EquiView alternative is J.P.Morgan Workplace Solutions. Other similar apps like Schwab EquiView are Certent Equity Management, Eqvista, Ledgy, and Optio Incentives. Schwab EquiView alternatives can be found in Stock Plan Administration Software but may also be in Equity Management Software.

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Best Paid & Free Alternatives to Schwab EquiView

J.P.Morgan Workplace Solutions
Certent Equity Management
Eqvista
Ledgy
Optio Incentives
Astrella
Shareworks by Morgan Stanley
Fidelity Private Shares

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.

J.P.Morgan Workplace Solutions

By JPMorgan Chase

4.8/5

(139)

Product Description

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

Certent Equity Management

By insightsoftware

4.4/5

(117)

Product Description

Categories in common with Schwab EquiView:

Stock Plan Administration

Eqvista

By Eqvista

4.9/5

(77)

Product Description

Categories in common with Schwab EquiView:

Stock Plan Administration

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Product Description

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

Astrella

By Equiniti

4.6/5

(50)

Product Description

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