Technology designed to work for your plan.

Finals to Close: EquiView Overview

Upbeat music plays throughout. 

The Charles Schwab logo appears on the screen of a laptop. The logo expands so the color blue fills the entire laptop screen and includes overlaying title text.

Onscreen text: 
EquiView: The Gist

The title fades and more text appears. 

Onscreen text: 
This example is hypothetical and provided for illustrated purposes only. 

An EquiView dashboard slides onto the laptop screen, displaying several metrics and statistics for an example client. 

Woman [off-screen]: Managing stock plans is not only a ton of moving parts, but parts that start moving faster as your company grows and awards evolve. EquiView is designed to make handling it all easier.  

The dashboard enlarges to replace the laptop view. A blue progress bar appears along the bottom of the screen with evenly spaced circles showing what aspect of EquiView the tutorial is focused on and when.

Woman: EquiView's dashboard gives you an immediate overview of important plan details and is adaptable based on your plan design and the information you need. 

The cursor navigates down the dashboard, highlighting each component the woman addresses.

Woman: At the top, you'll see your plan value, a 30-day snapshot of your stock price, and dividend dates. Next Lapse offers insight into account opening status and summarizes the number of vesting shares and awards. Online Grant Agreements outlines acceptance status and soon-to-expire options. And towards the bottom, ESPP metrics provide insight into enrollment, contributions, and dispositions.

The cursor scrolls down to a section titled "Tasks" and expands different tasks to view more details about each one.

Woman: Another feature is the Tasks section, where a clear list of items that need reviewing tells you exactly what needs your attention. Click to jump directly into the task and knock it out. 

The screen changes to show a page titled "Data View." The cursor moves around the page, focusing on the participant's personal information section.

Woman: EquiView allows you to load hundreds of different fields of data, so the system runs on the information that matters to you. 

The cursor then moves to the "Staging" section, then to the "Results" subsection. It then hovers over a yellow yield sign to reveal an error message.

Woman: At every area within the tool, the Staging feature offers a way to preview changes to your data before pushing it live. 

All of the Data View sections appear on the same page to illustrate they're all set up in similar fashion.

Woman: Each area in EquiView uses the same layout, so you become familiar faster. Plus, you won't have to spend time learning how to navigate multiple designs. 

The cursor moves back to the participant's personal data section and selects the "Audit" tab.

Woman: The Audit tab allows you to track the changes that were made, when the changes occurred, and who made them. 

The cursor moves up to the "Reporting" tab along top navigation bar; then, in the left-hand bar, it selects "Activity Reports" and "Participant." The cursor navigates to the right-hand side of the section and clicks "Run Query," which displays hundreds of results.

Woman: In the "Reports" section, you can easily generate the reports you need using predesigned templates. Or, you could build your own, with the flexibility to sort, filter, and display the data how you want. 

The cursor navigates to the "Schedule" tab before hovering over the "Recurrence" and "Start Date" drop-down menus. 

Woman: Then, save your custom template, schedule it to run automatically, and even send your reports to an email distribution list. Pretty cool, for reporting.

The cursor clicks the "Tasks" tab in the top navigation bar to return to the EquiView dashboard. Two other tabs in the navigation bar, "ASC 718" and "IFRS 2," are emphasized inside a box. The cursor selects "IFRS 2," revealing a page with an empty space to enter a keyword to search. The left-hand bar displays different subsections of IFRS 2 data.

Woman: In order to meet ASC 718 and IFRS 2 standards, we built financial reporting tools right into EquiView—so you have a flexible, customizable, and controlled solution to report on share-based payments. You can also pull summaries and detailed reports across four domains: Expense, Disclosures, Deferred Taxes, and Dilution.  
  
The cursor selects the "Modeler" button on the right-hand side of the navigation bar, displaying a mock version of the real EquiView dashboard. It then moves to the "Tasks" section and expands different components. 

Woman: Modeler is identical to EquiView, but is a separate mock environment where you can test scenarios and train team members before making actual changes to your database.

The screen fades into the color blue with overlaying text.

Onscreen text: 
Give us a call at 
1-877-456-0777
Press 3 to be connected to Stock Plan Services

Or visit EquiView.com for more information. 

Woman: We know that stock plans are complex and challenging to manage. We're here to help. Visit us online at EquiView.com. 

The text disappears into a white background. 

The Charles Schwab logo appears. Schwab brand music plays.

Onscreen text:
Own your tomorrow^®

Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.

Schwab Stock Plan Services, 9875 Schwab Way, Lone Tree, CO 80124
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