Schwab EquiView Administrator

Effortless Schwab EquiView Administration with Countsy

Countsy provides comprehensive support for companies managing equity compensation through Schwab EquiView. With decades of experience, we ensure your equity plan administration runs smoothly.

Our Services Include:

Platform Implementation

Transitioning to or optimizing Schwab EquiView.

Grant Lifecycle Management

Handling issuance, vesting, and exercises.

Compliance and Reporting

Preparing detailed reports for audits and regulatory requirements.

Participant Support

Guiding employees through equity plan processes.

And More…

Let Countsy simplify your Schwab EquiView experience so you can focus on growth. Learn more about our Equity Administration Services.