About Shareworks
Shareworks is a comprehensive equity compensation platform from Morgan Stanley that provides a full suite of private and public equity solutions. It includes features for employees, features for employers, and role selection to help manage equity plans efficiently. This platform supports both employers and employees, facilitating better understanding and administration of equity compensation. Shareworks helps organizations simplify their equity management, allowing transparent communication and process management regarding equity compensation. Key capabilities: equity plan administration reporting and analytics compliance management employee engagement tools educational resources Best for: organizations and companies looking to manage equity plans and compensation strategies effectively.
Shareworks by Morgan Stanley is a powerful equity management platform designed for companies that offer stock-based compensation or manage complex ownership structures. It provides robust tools for equity plan administration, cap table management, and financial reporting, ensuring that organizations maintain accuracy and compliance across global jurisdictions. The system’s strength lies in its automation capabilities—grant tracking, vesting schedules, and reporting are all handled with high precision. Employees also benefit from an intuitive self-service portal where they can view and manage their equity in real time. While the platform’s implementation can be intricate, its scalability and compliance depth make it a top-tier choice for medium to large enterprises. The advanced integration with HR and payroll systems enhances workflow efficiency, though smaller businesses may find its pricing and complexity challenging. Overall, Shareworks remains one of the most comprehensive and reliable equity management solutions in the corporate finance landscape.
Pros & Cons
- Provides seamless equity management across global operations with strong regulatory compliance and real-time data synchronization.
- Offers highly detailed financial reporting with automated audit trails, improving accuracy and compliance efficiency significantly.
- Includes a user-friendly participant portal for employees to easily track and manage their equity plans.
- Ensures enterprise-grade security with encryption, access controls, and built-in audit features across all data.
- Scales efficiently for growing private or public companies with complex ownership and global employee bases.
- Implementation and setup can be lengthy, requiring specialized training and significant data preparation efforts.
- The platform’s interface, while powerful, can feel complex for new users unfamiliar with equity terms.
- Occasional integration delays occur when syncing data with third-party systems during peak reporting cycles.
- Limited customization in dashboards and workflows compared to some modern, lightweight equity management tools.
Features
Key features
Centralized management of stock options, RSUs, and employee equity plans.
Tracks ownership structure, equity transactions, and shareholder data.
Enables employees to view, exercise, and manage their equity holdings online.
Ensures adherence to local regulations for multinational equity programs.
Generates automated, audit-ready financial and tax reports.
Additional features
Automatically schedules, tracks, and manages grants and vesting events.
Simulates funding rounds or exits to forecast equity outcomes.
Stores grant agreements, compliance forms, and shareholder documents securely.
Supports CSV and API-based integration for accounting and payroll systems.
Calculates withholding amounts and prepares tax reports for global jurisdictions.
Tracks all system changes for transparency and compliance verification.
Allows participants to manage grants, transactions, and exercises independently.
Connects to HRIS, ERP, and payroll systems for streamlined workflows.
Provides configurable dashboards for administrators and finance teams.
Prepares companies for going public or secondary market transactions.
Includes encryption, role-based permissions, and multi-factor authentication.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Shareworks
Shareworks is a comprehensive equity compensation platform from Morgan Stanley that provides a full suite of private and public equity solutions. It includes features for employees, features for employers, and role selection to help manage equity plans efficiently. This platform supports both employers and employees, facilitating better understanding and administration of equity compensation. Shareworks helps organizations simplify their equity management, allowing transparent communication and process management regarding equity compensation. Key capabilities: equity plan administration reporting and analytics compliance management employee engagement tools educational resources Best for: organizations and companies looking to manage equity plans and compensation strategies effectively.
Shareworks Details
Shareworks's In-App Market Place
Does Shareworks have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), INR (₹), CNY (¥), HKD (HK$)
Pros & Cons
- Provides seamless equity management across global operations with strong regulatory compliance and real-time data synchronization.
- Offers highly detailed financial reporting with automated audit trails, improving accuracy and compliance efficiency significantly.
- Includes a user-friendly participant portal for employees to easily track and manage their equity plans.
- Ensures enterprise-grade security with encryption, access controls, and built-in audit features across all data.
- Scales efficiently for growing private or public companies with complex ownership and global employee bases.
- Implementation and setup can be lengthy, requiring specialized training and significant data preparation efforts.
- The platform’s interface, while powerful, can feel complex for new users unfamiliar with equity terms.
- Occasional integration delays occur when syncing data with third-party systems during peak reporting cycles.
- Limited customization in dashboards and workflows compared to some modern, lightweight equity management tools.
Shareworks's Support Options
Contact
+1 212-245-1239Shareworks's Alternatives
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