Shareworks by Morgan Stanley
Build a culture of ownership.
Overview
Shareworks by Morgan Stanley is a global leader in equity plan management. It offers a comprehensive suite of tools and services to help companies manage their stock plans, from startups to large public corporations. The platform provides solutions for plan administration, financial reporting, and compliance.
✨ Key Features
- Equity Plan Administration
- Cap Table Management
- Financial Reporting (ASC 718)
- Global Compliance
- Liquidity Solutions
- Participant Experience Portal
🎯 Key Differentiators
- Backed by the resources and expertise of Morgan Stanley.
- Global capabilities and support.
- Comprehensive solutions for both private and public companies.
Unique Value: Combines powerful equity management technology with the comprehensive financial services and expertise of Morgan Stanley.
🎯 Use Cases (5)
✅ Best For
- Publicly traded companies managing global stock plans.
- Large private enterprises preparing for an IPO.
- Companies requiring robust compliance and financial reporting features.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Early-stage startups needing a simple, low-cost cap table tool.
- Companies without dedicated finance or HR teams to manage the platform.
🏆 Alternatives
Provides a more holistic service offering that includes wealth management and financial advisory, which is a key differentiator from pure software platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Equity Compensation
Carta
Manages cap tables, valuations, and equity plans for private and public companies....
Pulley
Cap table and equity management software for startups....
Ledgy
Equity and share plan management software for growing companies....
Rippling
Unified workforce platform that can manage equity compensation....
Certent Equity Management (insightsoftware)
Equity management and reporting solution for private and public companies....
Shoobx
An equity management platform focused on automating corporate legal and HR workflows....