Shareworks by Morgan Stanley
Build a culture of ownership.
Overview
Shareworks by Morgan Stanley is an integrated equity compensation platform that provides tools and services for both private and public companies. It offers solutions for cap table management, 409A valuations, financial reporting, and employee stock plan administration, backed by the financial expertise of Morgan Stanley.
✨ Key Features
- Equity Plan Administration (ESPP, RSUs, Stock Options)
- Cap Table Management
- Financial Reporting (US GAAP & IFRS)
- Global Tax & Legal Compliance
- 409A Valuations
- Liquidity Event Management
- Compensation Benchmarking
🎯 Key Differentiators
- Backed by the global financial services of Morgan Stanley.
- Deep expertise in public company administration and global compliance.
- Offers a full suite of wealth management services for participants.
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
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