Stock Plan Administration made easy. Impossible as that may seem.

Schwab's EquiView^® platform is our flexible platform that allows you to manage your program the way that makes sense for you. Think automation of repeatable tasks, fully customizable reports, and integration with systems you already use.

Our private equity management solution, built on the proven Qapita platform, brings the full resources of Schwab to private company equity management.

Explore what our technology can do for you

Woman sitting on bench inside with a laptop

#bcn-panel--media--5314{display: none !important;}

No matter where your employees are in their financial lives, we offer support and guidance to help them create better futures. Targeted communications, educational workshops, online planning tools, and a mobile app empower them at every stage of their journey. And our dedicated team of Stock Plan Specialists handles their questions—so you don't have to.

Explore our approach to the participant experience

Man in business suit leaning against stone building looking at his phone

#bcn-panel--media--7652{display: none !important;}

From day one, your go-to Schwab contact will be available to help you take full advantage of the tools that make your job easier. No ticket numbers and no bots. Just good, old-fashioned conversations.

Our approach to serving our clients

Two women sitting at across from each other at a desk

#bcn-panel--media--6849{display: none !important;}

Schwab is with you every step of the way. With our private equity management solution, you can manage your company's cap table and equity plans as a private entity. Then when you're ready, you can transition to our public equity platform with full Schwab support.

Explore going public

Man sitting in front of whiteboard staring down at a tablet

#bcn-panel--media--3135{display: none !important;}

We have conversion covered.

Our dedicated conversion team helps tie your systems together with a clear five-step process, so you know what to expect along the way.
Keep track of both domestic and international employees.

Wherever your employees are, our technology helps take the headache out of managing jurisdictions and tax rates. And to help make sure our resources are accessible, we offer content in multiple languages.
All-inclusive pricing.

You'll always know what you're paying for because everything is included in one clear price.

Security and safety.

All of your data is safeguarded, so you have detailed records to keep you compliant.
Speed and performance.

We're constantly improving the technology to stay ahead of your changing needs.

Learn more about how we can support your workforce.

Get in touch Call 877-362-0410

Stock Plan Administration made easy. Impossible as that may seem.

Our technology lightens your workload.

We help take care of all your employees—from new investors to experienced executives.

Of course we'll support you. We know your name.

Thinking IPO? We help private companies too.

We have conversion covered.

Keep track of both domestic and international employees.

All-inclusive pricing.

Security and safety.

Speed and performance.

Learn more about how we can support your workforce.

Stock Plan Administration made easy. Impossible as that may seem.

Our technology lightens your workload.

We help take care of all your employees—from new investors to experienced executives.

Of course we'll support you. We know your name.

Thinking IPO? We help private companies too.

Additional benefits section

We have conversion covered.

Keep track of both domestic and international employees.

All-inclusive pricing.

News | Blog Post | Updates section

Security and safety.

Speed and performance.

Learn more about how we can support your workforce.

Learn more about how we can support your workforce.