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Equity Management Software
Shareworks reviews and summary
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. This platform is designed for innovative companies, particularly those with complex equity structures and global operations. It is suitable for finance teams, HR depa...
Best 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 Shar...
Starting price
Pricing not listed
Category
Equity Management Software
Vendor
Morgan Stanley
Key takeaways
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.
Quick facts
Shareworks at a glance
Overall rating
3.8/5
Reviews
13
Starting price
Pricing not listed
Vendor
Morgan Stanley
Founded
1999
Location
Canada
Category
Equity Management Software
Ratings
Shareworks ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Shareworks pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Shareworks?
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 Shar...
Feature research
Shareworks features
These are common features buyers compare in Equity Management Software. Product-specific availability should be confirmed with the vendor.
Cap Table Management
Manages and tracks company ownership, equity, and shareholder information accurately.
CRM Integration
Sync with CRM systems to centralize customer data and streamline business relationships.
Transaction Management
Establish and manage the terms required to finalize and secure business agreements.
Centralized Document Repository
Keep documents in a unified repository to ensure streamlined accessibility.
Financial Modeling
Develops mathematical models to represent financial performance and predict future outcomes.
Options Management
Tracks and administers stock options and other equity compensation plans for employees and investors.
Participant Portal
A secure online platform enabling participants to view and manage their investment or plan details.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Private Equity
Manages investments in companies not publicly traded on a stock exchange.
Public Equity
Handles investments in publicly traded companies, managing stocks and market-related assets.
Valuation Management
Conducts and manages the process of determining the economic value of assets or companies.
Vesting Management
Administers and tracks the vesting schedules for employee stock options and benefits.
Pricing
Shareworks pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Shareworks alternatives
Compare Shareworks with other Equity Management Software tools that buyers often evaluate.
Vestd by Vestd
Vestd is the original and only FCA (Financial Conduct Authority) regulated equity management platform for small and medium-sized enterprises (SMEs) in the UK. It provides a fully d...
Capdesk by Capdesk
Capdesk is a comprehensive digital equity management platform designed to streamline cap table administration and employee share plans. It enables private companies to efficiently...
Eqvista by Eqvista
Eqvista is a sophisticated software platform designed to transform company equity management by handling cap tables, company shares, 409A valuations, and related tasks in an easy a...
OptionTrax by Plan Management
OptionTrax is a full-featured, easy-to-use software solution for equity plan and cap table management, backed by support from highly experienced equity professionals. It provides c...
Cake by Cake Equity
Cake is an innovative platform that transforms cap table management, employee stock ownership plans (ESOPs), and early-stage capital raising for startups. It replaces outdated, spr...
Captable.io by Captable.io
Captable.io is a dedicated, no-cost equity management platform designed to simplify the complex processes of cap table administration and ownership tracking. It serves as a central...
WE.VESTR by WE.VESTR
WE.VESTR is a comprehensive equity and cap table management platform designed to eliminate the inefficiencies of using disparate systems. It acts as a unified command center for al...
Software reviews
Shareworks software reviews
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FAQ
Shareworks FAQs
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.
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 Shar...
Pricing can change. Confirm current plans and terms with the vendor.
Shareworks is listed in Equity Management Software.
Shareworks is listed with Morgan Stanley as the vendor.
Buyers often compare Shareworks with other Equity Management Software tools such as Backstop, Vestd, Capdesk, Eqvista. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Shareworks.
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