Shareworks Reviews

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.

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

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

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

Shareworks calculates my stock compensation expense and is my system of record for cap table.

Shareworks is completely non-intuitive. In order to go from adding a participant to adding a grant to adding valuations, I totaled that it is over 25 steps. There is no "wizard" to help with adding. To make things more confusing, they also have "legacy" and "2.0" with no explanation. The number of clicks is mind boggling.The implementation team got our equity information wrong multiple times during...

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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.

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.

The software seems to do its job of properly calculating the stock compensation expense for us, but also seems to be somewhat not user friendly. The customer service is also lacking in ability to help at times I feel. I feel like it takes some time to get responses sometimes.

The interface is confusing and not easy to use in my opinion. It feels like a dated interface that is not what people are used to today.

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.

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

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.

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...

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Solium website is easy to use and very straight forward.

There's always delay when you do transaction

I like that I can clearly see my options by the date granted and # per date.

Can’t purchase through the website, that’s frustrating. Also would like more education resources on platform

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

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

Transparency, relevant information is available within Shareworks

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...

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The platform is somewhat easy to navigate.

I have had, truly, the most frustrating experience of any platform or financial institution while trying to transfer funds from Shareworks for the past ~9 months. I will actively advocate any current or future employers to use any other platform for equity management. Their customer service representatives have little to no product knowledge, they often hang up on calls when they do not know the answer, and offer little to no information on how or why transfers fail. Mailed checks are not tracked and each failed transaction comes at a cost. I absolutely hate the experience I have had with this company.

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.

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.

I really liked the way shares show up on the dashboard and it is very intuitive. Also, documents related to grants can be located easily

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

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

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

I like how this software develops reports, analyses and is user friendly. Very easy to run graphs and also very easy to understand the graphs that are generated.

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