Shareworks Features

Shareworks

Equity management software

3.85/5 (13 reviews)

Competitor Feature Comparison

"What If" Scenarios
Activity Dashboard
Alerts/Notifications
Audit Management
Audit Trail
Cap Table Management
Cash Management
Certification & Licensing
Compensation Statements
Compliance Management
Customizable Branding
Customizable Reports
Data Import/Export
Deal Management
Document Storage
Drag & Drop
Employee Management
Employee Reward Programs
Expense Tracking
Financial Modeling
Forecasting
Grant Management
ISO Standards Management
Incentive Management
Investor Reporting
Multi-Currency
Multi-Language
Options Management
Participant Portal
Payroll Management
Private Equity
Public Equity
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Single Sign On
Valuation Management
Vesting Management
Learn moreCompare App
"What If" Scenarios
Activity Dashboard
Alerts/Notifications
Audit Management
Audit Trail
Cap Table Management
Cash Management
Certification & Licensing
Compensation Statements
Compliance Management
Customizable Branding
Customizable Reports
Data Import/Export
Deal Management
Document Storage
Drag & Drop
Employee Management
Employee Reward Programs
Expense Tracking
Financial Modeling
Forecasting
Grant Management
ISO Standards Management
Incentive Management
Investor Reporting
Multi-Currency
Multi-Language
Options Management
Participant Portal
Payroll Management
Private Equity
Public Equity
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Single Sign On
Valuation Management
Vesting Management
Visit WebsiteCompare App
"What If" Scenarios
Activity Dashboard
Alerts/Notifications
Audit Management
Audit Trail
Cap Table Management
Cash Management
Certification & Licensing
Compensation Statements
Compliance Management
Customizable Branding
Customizable Reports
Data Import/Export
Deal Management
Document Storage
Drag & Drop
Employee Management
Employee Reward Programs
Expense Tracking
Financial Modeling
Forecasting
Grant Management
ISO Standards Management
Incentive Management
Investor Reporting
Multi-Currency
Multi-Language
Options Management
Participant Portal
Payroll Management
Private Equity
Public Equity
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Single Sign On
Valuation Management
Vesting Management
Visit WebsiteCompare App

Mobile apps

iOS App


8,523 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


118 reviews

Shareworks Feature Reviews

13 reviewers had the following to say about Shareworks 's features:

Paul G.

The best employee share scheme admin software

2020-08-27

Pros

The admin features, reporting and award management, are terrific.

Cons

Some of the user experience for particpants is a little confusing for staff.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
katherine t.

simple interface and dashboard offerings

2019-11-08

it is used mainly a portal for tracking equity in dash

Pros

easy to navigate the equity management and platform which include a dashboard view and menu with features

Cons

owned by morgan stanley but lacks the interface is lacking for equity planning and financial advising, will have to move out to another portfolio to self manage

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
raphael s.

Great product for employee sharing plan

2020-06-14

However, i do appreciate that things are very detailed and i also do like the mobile application.

Pros

I use this product because its the one that is offered to me as the employee profit sharing plan.

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

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Telecommunications company, 10001+ employees)

Establishing a Clear Portal for RSUs

2020-05-11

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

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Leilani G.

user friendly and intuitive

2018-06-05

Pros

I like how this software develops reports, analyses and is user friendly.

Cons

It would be nice to see additional functionalities in report analyses, research articles or resources to help people understand their shares.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 1001-5000 employees)

Very easy to navigate, not easy to obtain tax rates

2018-08-26

Pretty darn good.

Pros

It's also great to have the employee tax guides per country and award.

Cons

I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric M.

The software is okay, but could be more user friendly.

2018-04-11

Pros

The customer service is also lacking in ability to help at times I feel.

Cons

The interface is confusing and not easy to use in my opinion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Staffing and Recruiting company, 501-1000 employees)

Love the dashboard

2019-02-01

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.

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

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ravi B.

Intuitive interface

2020-05-09

I liked the tool, the representation is very good.

Pros

I really liked the way shares show up on the dashboard and it is very intuitive.

Cons

Session expires too soon and a bit advanced for first time users. It might confuse them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
David T.

Clear and easy

2018-12-07

Pros

I find seeing and understanding my options simple and easy. The UI is easy to navigate

Cons

Nothing for me on this one. Not much to say I like this software.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin M.

Very poor product with useless customer service

2019-04-23

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael P.

Never on time

2018-10-02

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.

Pros

Solium website is easy to use and very straight forward.

Cons

There's always delay when you do transaction

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Ca L.

Exceedingly difficult to access your account

2021-02-12

If Shareworks ever eliminates the unnecessary obstacle course between users and logging into their accounts, it will be a good product. Until then, stay away.

Pros

Transparency, relevant information is available within Shareworks

Cons

For example, I learned from a colleague that our exercise window was about to close, and phoned Shareworks to access my account, but did not reach a representative before closing, so I was not able to exercise during that window, costing me a significant sum in additional taxes.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more