Shareworks Overview
What is Shareworks?
Shareworks by Morgan Stanley is a fully integrated equity administration platform built to meet the specific demands of innovative companies. It simplifies equity plan management by replacing manual spreadsheets with automated cap tables, 409A valuations, and customizable financial reporting for ASC 718 and IFRS standards. The solution includes a mobile app for plan participants and offers dedicated support for global plans, including tax updates and multi-currency, multi-language customization. It provides a complete, secure environment for managing equity compensation from end to end.
Who it's for:
This platform is designed for innovative companies, particularly those with complex equity structures and global operations. It is suitable for finance teams, HR departments, and legal professionals who need to manage employee stock options, cap tables, and regulatory compliance efficiently. Companies seeking a comprehensive, supported solution from a reputable financial institution like Morgan Stanley will find Shareworks particularly beneficial.
Our verdict:
Shareworks is a powerful and reliable equity administration solution that excels in automating complex processes and ensuring compliance. Its integration capabilities, global support, and backing by Morgan Stanley make it a top-tier choice for companies looking to streamline their equity management with professional-grade tools and dedicated expertise.
Shareworks Details
Shareworks Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Shareworks Support options
24/7 Live Rep
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Shareworks Training options
Documentation
In-Person
Live Online
Webinars
Videos
Shareworks Related Categories
Shareworks Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Shareworks Features
Most valued Shareworks features by users
CRM
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
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