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)


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Shareworks Software - Shareworks by Morgan Stanley reporting screenshot
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Shareworks

3.2 (19)
VS.
Highly reviewed

Starting Price

US$3.00
month
US$3,000.00
year

Pricing Options

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Free trial
Free version
Free trial

Features

25
93

Integrations

No integrations found
No integrations found

Ease of Use

3.1 (19)
4.2 (46)

Value for Money

3.1 (19)
4.0 (46)

Customer Service

2.5 (19)
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Reviews

Overall rating

3.2 /5
(19)
Value for Money
3.1/5
Features
3.2/5
Ease of Use
3.1/5
Customer Support
2.5/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 19
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.

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.

Khalid
Overall rating
  • Industry: Internet
  • Company size: 501–1,000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

Legacy software that fails to deliver

Reviewed on 2024/08/16

Would avoid if possible. There are better, easier platforms to use.

Would avoid if possible. There are better, easier platforms to use.

Pros

It shows expected value of shares. It shows information on shares.

Cons

Poor user experience, hard to navigate and use. Constantly trying to get me to open an etrade account.
No notifications when tax documentation is ready. Really a pain across multiple fronts. Carta was much easier and better to use for shareholders.

Verified Reviewer
Overall rating
  • Industry: Telecommunications
  • Company size: 10,000+ Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Establishing a Clear Portal for RSUs

Reviewed on 2020/05/11

Efficient, direct, and allows me to make the right decisions when needed.

Efficient, direct, and allows me to make the right decisions when needed.

Pros

Shareworks helps me access my portfolio with a user friendly interface. I would suggest this product to any company that want's to offer stocks to their employees.

Cons

I wish there was an easier way to transact selling off shares. As well as a more friendly color scheme.

Verified Reviewer
Overall rating
  • Industry: Biotechnology
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 2.0 /10

Software company run by a bank; non-intuitive cap table management; poor implementation; many...

Reviewed on 2023/02/28

Shareworks does the job but gets you there in the most painful way. The way I can describe it is...

Shareworks does the job but gets you there in the most painful way. The way I can describe it is that it feels like a software company that is run by a bank. Very few improvements, confusing interface, customer support that does not care, nickel/dime you on fees.When I elevate the issues to an implementation manager, it is amazing how little they care about the issue, fixing the issue and making things right.

Pros

Shareworks calculates my stock compensation expense and is my system of record for cap table.

Cons

Shareworks is completely non-intuitive. In order to go from adding a participant to adding a grant to adding valuations, I totaled that it is over 25 steps. There is no "wizard" to help with adding. To make things more confusing, they also have "legacy" and "2.0" with no explanation. The number of clicks is mind boggling.The implementation team got our equity information wrong multiple times during implementation, resulting in significant delays to implementation, even though I had paid for the software. Additionally, they transfer you off of implementation before you even have your participants live or have your financial reporting complete.The software was built for employee equity management, and it is clear that they retrofitted it for cap table management (for example, everyone is referred to as an "employee"). There is no easy communication for investors.All reporting is static. Cap table reports are awful. I can't run a cap table with my ownership plus vested shares unless I merge 2 reports together.

Alternatives Considered

Carta

Reasons for Choosing Shareworks

I switched from Certent due to Certent's very poor interface and capabilities. Shareworks is 4x the cost and is not much of an improvement.

Reasons for Switching to Shareworks

I had used Carta in the past, and they have poor customer service and at the time could not handle LLC's.
Showing 5 reviews of 19 Read all reviews

Shareworks FAQs

Below are some frequently asked questions for Shareworks.

Shareworks offers the following pricing plans:

  • Starting from: US$3.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Contact Morgan Stanley for pricing information.

Shareworks has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Shareworks supports the following languages:

Chinese, Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Polish, Portuguese, Spanish, Swedish, Traditional Chinese

Shareworks supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Shareworks has

Shareworks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

Related categories

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