Technology designed to work for your plan.
Flexible technology.
Manage your equity plan in a way that helps reduce your workload, with a platform that adapts to you and your team's changing needs.
Schwab has solutions for public and private companies, all backed by our dedicated client service and support teams.
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Financial reporting.
Configurable reporting capabilities give you and your finance teams easy options for generating accurate reports the way you need them. Simplify global tax tracking, keep up with mobile employees, and manage disclosure reporting more easily.
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Calculation.Meet the guidelines of ASC 718 and IFRS2 with fully integrated expensing, valuation, and financial reporting functionalities.
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Automation.Automate routine tasks such as participant tracking and tax withholding calculations to reduce risk and save time.
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Customization.Build reports from hundreds of customizable fields. Choose how to sort and display data. And seamlessly schedule and deliver reports.
Mobility recordkeeping.
Easily track your mobile employees’ critical data changes, and report on their transactions—wherever they are. A flexible, rules-based solution helps automate tax withholding calculations for mobile employees who work in multiple jurisdictions. Reduce risk and save time with minimal updates done on an annual basis.
Analytics and insights.
The Schwab EquiView® dashboard offers flexibility and transparency to help you manage expensing, valuations, and reporting.
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At-a-glance.See a streamlined, bird’s-eye view of important metrics.
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Everything in real time.Changes you make update across the system instantly. No lags or delays.
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Built-in notifications.Reduce risk with reminders about what needs your attention.
Schwab Private Issue Equity Technology
Schwab's private equity management solution, built on the proven Qapita platform, provides firms with a proven equity platform that can scale with them and their employees throughout the entire growth journey from private to public.
No more wondering who to ask for help.
Get the most out of EquiView with dedicated teams who are here to help. From conversion and financial reporting to client service and product specialists, human help is available to you and your participants.
Behind the scenes protection.
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Security and safety.
All of your data is safeguarded, so you have detailed records to keep you compliant.
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Speed and performance.
We’re constantly improving the technology to stay ahead of your changing needs.
Technology that puts your employees in control.
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Technology that puts your employees in control.
Our participant platform offers convenient, anytime account access to view and transact equity awards. An intuitive and multilingual interface, a mobile app, and access to Schwab investing resources helps them get the full value out of their equity program.
Learn more about how we can support your workforce.
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Learn more about how we can support your workforce.