Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

Head-to-head · Stock Plan Administration Software

Shareworks vs Schwab StockPlanManager

  • Updated Nov 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Shareworks #4 in Stock Plan Administration Software 8.9/10 Pricing on request ✓ 0 of 6 features Visit Shareworks
Schwab StockPlanManager #6 in Stock Plan Administration Software 8.7/10 Pricing on request ✓ 5 of 6 features Contact Schwab

Shareworks leads on 0 checks, Schwab StockPlanManager on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreShareworks · 8.9/10
  • Most featuresSchwab StockPlanManager · 5 of 6

Shareworks scores higher on our rubric for stock plan administration software: 8.9 against 8.7 out of 10; our editors rank them #4 and #6.

Shareworks is the better fit for mid-market and enterprise global equity programs. Schwab StockPlanManager is the better fit for enterprises managing insider filings and global tax.

  • Shareworks fits best

    Mid-market and enterprise global equity programs

  • Schwab StockPlanManager fits best

    Enterprises managing insider filings and global tax

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Shareworks 8.9/10 Visit ↗ Schwab StockPlanManager 8.7/10 Visit ↗
At a glance
Editor score 8.9 8.7
Ranking #4 in Stock Plan Administration Software #6 in Stock Plan Administration Software
Best for Mid-market and enterprise global equity programs Enterprises managing insider filings and global tax
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Docs, Email, Phone Phone, Live chat, Email
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Shareworks 0/6 · Schwab StockPlanManager 5/6
Employee grants Not checked yet ✓ (best)
ESPP administration Not checked yet ✓ (best)
Option exercise Not checked yet Not checked yet
Tax withholding Not checked yet ✓ (best)
Participant portal Not checked yet ✓ (best)
Reporting and exports Not checked yet ✓ (best)
Specs
Participant limit Not checked yet Not checked yet
Our review
Pros
  • Create custom global plans and model budgeting and forecasting scenarios
  • Support 409A valuations, Section 16 events, and audit-ready financial reporting
  • Give employees tools to view awards, make elections, exercise, and sell shares
  • Web-based SEC Forms 3, 4, and 5 filing tools and an insider holdings database
  • Blackout controls and restrictions for selected employees
  • EquiView tracks global tax withholding for mobile employees
Cons
  • Published award types cover RSUs, stock options, and employee stock purchase plans
  • Pricing requires contacting sales
  • HRIS data sharing is the specified integration pathway
  • EquiView is available to employers using Schwab's full or co-sourced administration
  • Administration arrangements are tailored to each plan
  • Grant, vesting, and exercise administration receives limited detail
Our verdict

Shareworks is a cloud-based equity compensation platform for private and public companies, with a fit for mid-market and enterprise organizations managing global programs. Administrators can create custom plans, report on awards, model…

Read the review →

Schwab StockPlanManager is a web-based platform for employers and stock plan administrators managing company equity programs. It combines secure exchange of employee award information with participant communications, reporting, and tools…

Read the review →
  1. ShareworksStock Plan Administration Software 8.9Pricing on request
  2. Schwab StockPlanManagerStock Plan Administration Software 8.7Pricing on request

Strengths and trade-offs

  • Shareworks — where it wins

    • Create custom global plans and model budgeting and forecasting scenarios
    • Support 409A valuations, Section 16 events, and audit-ready financial reporting
    • Give employees tools to view awards, make elections, exercise, and sell shares

    Where it doesn't

    • Published award types cover RSUs, stock options, and employee stock purchase plans
    • Pricing requires contacting sales
    • HRIS data sharing is the specified integration pathway

  • Schwab StockPlanManager — where it wins

    • Web-based SEC Forms 3, 4, and 5 filing tools and an insider holdings database
    • Blackout controls and restrictions for selected employees
    • EquiView tracks global tax withholding for mobile employees

    Where it doesn't

    • EquiView is available to employers using Schwab's full or co-sourced administration
    • Administration arrangements are tailored to each plan
    • Grant, vesting, and exercise administration receives limited detail
  • Shareworks8.9/10 · Pricing on request

    Global plan administration with employee award actions, reporting, and regulatory-event support.

    Visit ShareworksFull verdict →
  • Schwab StockPlanManager8.7/10 · Pricing on request

    StockPlanManager pairs equity-plan workflows with Section 16 filings and global tax reporting.

    Contact SchwabFull verdict →

More comparisons

All stock plan administration software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

Last updated · How we research and update