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Shareworks  Logo

Equity management software

Table of Contents

Shareworks - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Shareworks overview

What is Shareworks ?

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)

Starting price

3per feature /
per month

Alternatives

with better value for money

Shareworks ’s user interface

Ease of use rating:

Shareworks reviews

Overall rating

3.2

/5

19

Positive reviews

47

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6.38/10
Rating distribution

5

4

3

2

1

6

3

2

4

4

Pros
“The admin features, reporting and award management, are terrific.”
PG

Paul G.

Company Secretary

“I liked the tool, the representation is very good.”
RB

Ravi B.

Buyer

“Shareworks helps me access my portfolio with a user friendly interface. I would suggest this product to any company that want's to offer stocks to their employees.”

Verified reviewer

Anonymity request

Cons
“They are the only company that has denied me external requests and forced me to make any account changes through their system. Their customer service is bad, friendly but incompetent.”
KM

Kevin M.

Analyst

“I called Solium about it and the rep said he requested the information from their bank and it will take time, so he said he'll call me back.”
MP

Michael P.

Operations associate lead

“He said that the cause of delay might be the ABA routing number that i use is wrong. I told him, how is that possible if i verified that ABA routing number to one of my Bank rep over the phone.”
MP

Michael P.

Operations associate lead

Who uses Shareworks ?

Based on 19 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Internet
Computer Software
Financial Services
Medical Devices
Others

Use cases

Equity Management
Human Capital Management

Shareworks 's key features

Most critical features, based on insights from Shareworks users:

Cap table management
Options Management
Financial modeling
Investor reporting
Document storage
Portfolio management

All Shareworks features

Features rating:

Real-Time analytics
Compliance management
Private equity
Scenario planning
Reporting & statistics
Real-Time data
Public equity
Multi-Currency
Grant management
Forecasting
Financial management
Document management
CRM
Client portal
Audit management
API
Alerts/Notifications
Activity tracking

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Shareworks pricing

Value for money rating:

Starting from

3

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Shareworks price and value

Value for money rating:

To see what individual users think of Shareworks 's price and value, check out the review snippets below.

“The admin features, reporting and award management, are terrific.”
PG

Paul G.

Company Secretary

“I liked the tool, the representation is very good.”
RB

Ravi B.

Buyer

Shareworks integrations (1)

Top integrations

Shareworks support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
24/7 (Live rep)
Knowledge Base
Chat

Training options

Webinars
In Person
Live Online
Documentation

Shareworks FAQs

Q. Who are the typical users of Shareworks ?

Shareworks has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

These products have better value for money


Q. What languages does Shareworks support?

Shareworks supports the following languages:
Chinese (Simplified), Chinese (Traditional), Czech, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Polish, Portuguese, Spanish, Swedish


Q. Does Shareworks support mobile devices?

Shareworks supports the following devices:
Android, iPad, iPhone


Q. Does Shareworks offer an API?

No, Shareworks does not have an API available.


Q. What level of support does Shareworks offer?

Shareworks offers the following support options:
FAQs/Forum, Email/Help Desk, 24/7 (Live rep), Knowledge Base, Chat

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