Morgan Stanley at Work

Unlock the Opportunity in Your Equity

by Morgan Stanley at Work · Compensation & Benefits

Morgan Stanley at Work screenshot

Executive Summary

Shareworks is the equity compensation and stock plan platform of Morgan Stanley at Work, Morgan Stanley's workplace financial benefits business; Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts. The vendor's press releases describe a capitalization (cap table) and stock plan platform used by private companies, with ESPP administration, tax-sale handling and liquidity workflows. The product page says the team helps companies build a culture of ownership where every employee can thrive. Morgan Stanley at Work also offers retirement, deferred compensation, executive services and saving and giving solutions.

Use Cases

  • Managing cap table data and stock plans for private companies
  • Administering employee stock purchase plans (ESPPs)
  • Handling tax sales on participants' stock transactions
  • Private company liquidity, including secondary transactions and tender offers
  • Sharing capitalization data with a law firm's software through an API

Features

Support

  • Dedicated Relationship Manager: - Client Management and Plan Recordkeeping: Provides dedicated account manager to handle day-to-day processing, recordkeeping and support to maintain balances and reporting.
  • Participant Support Center: - Creating a centralized support infrastructure to handle all participant inquiries via the call center, online, or advice channels.

Technical Specifications

Architecture
Cloud-native SaaS
Deployment
Cloud/SaaS

Integrations

  • Workday
  • SAP SuccessFactors
  • Oracle

Security & Compliance

Data Residency: United States

Pricing

Model
Per user/month, Tiered subscription
Target Customer
Startups, Small Business, Mid-Market, Enterprise

About Morgan Stanley at Work

Morgan Stanley at Work provides comprehensive workplace financial benefits solutions, including equity compensation, financial wellness, retirement planning, deferred compensation, executive services, and charitable giving programs. They serve companies of all sizes, from startups to large enterprises, aiming to help employers attract and retain talent while empowering employees to build financial confidence and achieve their financial goals.

Founded: 2020 · Headquarters: New York, NY, United States · Employees: 10,001+ · Subsidiary

Verified sources

Each of these facts was checked against the vendor page linked (2026-10-15).

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