Shareworks Pricing, Features, Reviews & Comparison of Alternatives

Shareworks

Equity plan management platform

3.91/5 (11 reviews)

Shareworks overview

What is Shareworks?

Shareworks by Morgan Stanley is a cloud-based equity plan management solution by Morgan Stanley, which startups, private and public companies to simplify equity administration, engage their employees, manage compliance, attract and award top talent, prepare for audits, generate 409A valuations, and more.

With Shareworks, companies can simplify their equity administration with real-time data, instant issuing of electronic stock, custom reports, grants and budget expense modeling, and forecasting scenario comparisons. Users can collaborate in real time as all equity documents are stored centrally. Financial reporting tools consolidate expense mobility, journal entries, corporate tax, and more into a single report, and generate disclosure tables with one click.

Shareworks aims to assist companies in engaging their employees with equity plans through a portal which allows employees to complete various transactions including trades. Currencies and languages can be customized to support a global workforce. The online database also stores legal and tax regulations for over 170 countries, which are regularly updated to ensure full compliance with all relevant jurisdictions.
www.shareworks.com

Pricing

Starting from
$3/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English, Chinese (Simplified), Chinese (Traditional), Czech, Dutch and 10 other languages, Finnish, French, German, Italian, Japanese, Korean, Polish, Portuguese, Spanish, Swedish
Shareworks screenshot: Shareworks by Morgan Stanley reporting screenshotSolium | Shareworks Plan AdminSolium | Shareworks Expense Accounting

Shareworks reviews

Value for money
Features
Ease of use
Customer support
  3.7
  3.9
  4.0
  3.2
Anonymous

Love the dashboard

Used weekly for 6-12 months
Reviewed 2019-02-01
Review Source: Capterra

Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.

Pros
The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares.

Cons
Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Anonymous

Very easy to navigate, not easy to obtain tax rates

Used monthly for 1-2 years
Reviewed 2018-08-26
Review Source: Capterra

Pretty darn good.

Pros
I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation.

Cons
I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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raphael sciola

Great product for employee sharing plan

Used weekly for less than 6 months
Reviewed 2020-06-14
Review Source: Capterra

Overall, its a good product. I use it because i have no other choice. However, i do appreciate that things are very detailed and i also do like the mobile application. Awesome customer service by the way.

Pros
I use this product because its the one that is offered to me as the employee profit sharing plan. However, i must admit that it is very easy to use and very clearly detailed so its easy for users to understand.

Cons
When i created my account i had selected "TFSA" account however i was provided with a non registered account. This was something i was actually unaware of until i checked my account. I am still not sure what happened here.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Kevin McG

Very poor product with useless customer service

Used daily for 2+ years
Reviewed 2019-04-23
Review Source: Capterra

Pros
I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.

Cons
Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Anonymous

Establishing a Clear Portal for RSUs

Used monthly for 1-2 years
Reviewed 2020-05-11
Review Source: Capterra

Efficient, direct, and allows me to make the right decisions when needed.

Pros
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.

Cons
I wish there was an easier way to transact selling off shares. As well as a more friendly color scheme.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Shareworks pricing

Starting from
$3/month
Pricing options
Subscription
Free trial
View Pricing Plans

Contact Shareworks by Morgan Stanley for pricing information.

Shareworks features

Activity Dashboard
Automatic Notifications
Customizable Branding
Customizable Reporting
Employee Management
Reporting & Statistics

API (523 other apps)
Activity Tracking (265 other apps)
Applicant Tracking (315 other apps)
Data Import/Export (292 other apps)
Employee Database (286 other apps)
Employee Onboarding (250 other apps)
Employee Portal (253 other apps)
Employee Self Service (248 other apps)
Performance Management (244 other apps)
Real Time Reporting (261 other apps)
Recruitment Management (266 other apps)
Reminders (260 other apps)
Self Service Portal (326 other apps)
Third Party Integration (355 other apps)

Videos and tutorials

Additional information for Shareworks

Key features of Shareworks

  • Budgeting & Forecasting
  • Cap Table Management
  • Financial Modeling
  • Financial Reporting
  • Investor Reporting
  • Modeling & Simulation
  • Options Management
  • Participant Portal
  • Valuation Management
  • Vesting Management
View All Features