Shareworks Pricing Plan & Cost Guide

Shareworks

Equity management software

3.85/5 (13 reviews)

Shareworks Pricing

Pricing model: Subscription

Free Trial: Available

Contact Morgan Stanley for pricing information.

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Shareworks Pricing Reviews

Pros

  • The admin features, reporting and award management, are terrific.Paul G.Read the full review
  • I liked the tool, the representation is very good.Ravi B.Read the full review
  • 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 ReviewerRead the full review

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.Kevin M.Read the full review
  • 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.Michael P.Read the full review
  • 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.Michael P.Read the full review
75%
recommended this to a friend or a colleague

3 reviewers had the following to say about Shareworks 's pricing:

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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Kevin M.

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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Ca L.

Exceedingly difficult to access your account

Used monthly for 2+ years
Reviewed 2021-02-12
Review Source: Capterra

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
Shareworks' login system is exceedingly not user friendly. Each account has four different usernames (account #, work and personal email, and username), and it's not clear if they are interchangeable. They have an over-zealous security system which makes it impossible to log in if you have had multiple unsuccessful logins (around five, which seems to include trying your four usernames). The account becomes "locked," and can only be unlocked by talking on the phone with a live representative, which is an option only available during Colorado weekday business hours. I was on hold for over 20 minutes the last time I had to unlock my account. As you can imagine, locking users out of their accounts is very serious for a company that is the gateway through which users can only purchase shares during open windows. 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. In addition, the phone representative told me additional bugs in their login system, including users having more problems when logging in with emails (vs account #), and the app having more problems than the website for login password resets.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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