About Shareworks

Shareworks by Morgan Stanley is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage employees, manage compliance, attract and award top talent, prepare for audits, generate 409A valuations, and more.

With Shareworks by Morgan Stanley, companies can simplify equity administration with real-time data, instant issuing of electronic stock, customizable ASC 718 and IFRS financial reporting, grants and budget expense modeling, and forecasting scenario comparisons. Users can collaborate in real-time on a cloud-based platform to eliminate the headache of managing spreadsheets with financial reporting tools. Additionally, they can leverage Shareworks by Morgan Stanley to consolidate expense mobility, journal entries, corporate tax, and more into customizable reports, and generate disclosure tables with a single click.

Shareworks by Morgan Stanley helps companies engage their employees with desktop and mobile apps that allow stakeholders to enroll in plans, accept grants, and transact in real-time from anywhere. Currencies and languages can be customized for global equity plans and Shareworks provides dedicated support for managing tax mobility. Its online database also stores legal and tax regulations for over 170 countries, which are regularly updated.

Shareworks by Morgan Stanley, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

Standard messaging and data rates from your provider may apply. Mobile App availability subject to device connectivity.

V Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC 3344807 (12/20)

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

Chinese (Simplified), Chinese (Traditional), Czech, Dutch, English and 12 others, Finnish, French, German, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Spanish, Swedish

Images

Shareworks by Morgan Stanley reporting screenshot
Shareworks by Morgan Stanley reporting screenshot
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Features

Total features of Shareworks: 25

  • "What If" Scenarios
  • Activity Dashboard
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Cash Management
  • Certificate Management
  • Compensation Statements
  • Compliance Management
  • Customizable Branding
  • Customizable Reporting
  • Drag & Drop Interface
  • Employee Management
  • Employee Reward Programs
  • Expense Tracking
  • Forecasting
  • Grants Management
  • ISO Management
  • Multi-Currency
  • Multi-Language
  • Payroll Integration
  • Real Time Data
  • Reporting & Statistics
  • Scheduled Reporting
  • Single Sign On

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Reviews

Overall rating

3,8 /5
(13)
Value for Money
3,6/5
Features
3,8/5
Ease of Use
3,8/5
Customer Support
3,1/5

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Showing 5 reviews of 13
Verified Reviewer
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 501-1 000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Love the dashboard

Reviewed on 2019/02/01

Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect...

Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.

Pros

The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares.

Cons

Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.

Paul G.
Overall rating
  • Industry: Internet
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The best employee share scheme admin software

Reviewed on 2020/08/27

Pros

The admin features, reporting and award management, are terrific.

Cons

Some of the user experience for particpants is a little confusing for staff.

Kevin M.
Overall rating
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Very poor product with useless customer service

Reviewed on 2019/04/23

Pros

I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.

Cons

Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

Verified Reviewer
Overall rating
  • Industry: Internet
  • Company size: 1 001-5 000 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Very easy to navigate, not easy to obtain tax rates

Reviewed on 2018/08/26

Pretty darn good.

Pretty darn good.

Pros

I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation.

Cons

I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear.

Eric M.
Overall rating
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

The software is okay, but could be more user friendly.

Reviewed on 2018/04/11

Pros

The software seems to do its job of properly calculating the stock compensation expense for us, but also seems to be somewhat not user friendly. The customer service is also lacking in ability to help at times I feel. I feel like it takes some time to get responses sometimes.

Cons

The interface is confusing and not easy to use in my opinion. It feels like a dated interface that is not what people are used to today.

Showing 5 reviews of 13 Read all reviews

Shareworks FAQs

Below are some frequently asked questions for Shareworks.

Shareworks offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Contact Shareworks by Morgan Stanley for pricing information.

Shareworks offers the following features:

  • "What If" Scenarios
  • Audit Trail
  • Cash Management
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Employee Reward Programs
  • Forecasting
  • Salary Planning

Shareworks has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Mid Size Business

Shareworks supports the following languages:

Chinese (Simplified), Chinese (Traditional), Czech, Dutch, English, Finnish, French, German, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Spanish, Swedish

Shareworks supports the following devices:

Android, iPhone

We do not have any information about what integrations Shareworks has

Shareworks offers the following support options:

Online Support, FAQs, Knowledge Base

Related categories

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