Shareworks - 2026 Pricing, Features, Reviews & Alternatives

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)