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Shareworks by Morgan Stanley

Paid

Comprehensive equity compensation management platform for enterprises.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a strong score for its robust feature set, enterprise‑grade security, and seamless integration capabilities, though pricing transparency is limited.

Key Features
Equity Plan Administration

Automates grant issuance, vesting schedules, and exercise processing across stock options, RSUs, and ESPPs.

Financial Reporting & Compliance

Generates real-time tax reporting, SEC filings, and integrates with ERP and payroll systems.

Employee Portal & Mobile Access

Provides a self‑service portal and mobile app for employees to view holdings, exercise options, and access educational resources.

Frequently Asked Questions

Yes, Morgan Stanley offers a limited-time free trial so organizations can evaluate the platform before committing.

Employees can access Shareworks via any modern web browser or through native iOS and Android mobile apps.

The platform provides built‑in tax calculations, reporting tools, and integrates with local payroll systems to ensure global compliance.
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Specifications
Pricing Model Custom pricing based on company size and feature set; enterprise tier includes advanced analytics and dedicated support.
Supported Platforms
Web (Chrome, Edge, Safari)iOSAndroid
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