Shareworks
Simplify equity administration, engage employees, and manage compliance with confidence.
Executive Summary
Shareworks by Morgan Stanley is a cloud-based equity management platform designed for startups, private, and public companies. It streamlines the complexities of equity compensation, offering comprehensive tools for managing stock options and equity plans. The platform aims to foster a culture of ownership, help companies attract and retain talent, and ensure regulatory compliance through robust reporting and real-time data capabilities.
Use Cases
- Administering and managing global equity compensation plans (stock options, RSUs, ESPPs).
- Ensuring compliance with global tax and regulatory requirements (e.g., 409A, ASC 718, Section 16).
- Providing employees with self-service access to their equity holdings and financial education.
- Performing financial modeling, budgeting, and forecasting for equity scenarios.
- Attracting and retaining talent through effective equity compensation programs.
- Facilitating liquidity events and share transfers for participants.
Features
Visibility
- Cap Table Management: Contains comprehensive cap table management capabilities to define and visualize a company's ownership structure.
- Real-time Data & Forecasting: Provides real-time data and robust reporting capabilities, including a sandbox test site for modeling, budgeting, and comparing forecasting scenarios.
- Customized Reporting: Offers customized, audit-ready reporting to ensure accuracy and integrity, keeping all stakeholders informed.
- Global Intelligence: Access to up-to-date legal and tax information for global equity plans.
Intelligence
- 409A Valuations: Provides features centered around 409A valuations for private companies.
- ASC 718 & IFRS Financial Reporting: Supports US GAAP and IFRS financial reporting for stock-based compensation.
- Equity Compensation Benchmarking: Offers tools for equity compensation benchmarking and compensation strategy planning.
Support
- 24/7 Live Support: Offers 24/7 live support and online assistance for administrators and participants.
- Dedicated Relationship Manager: Plan administrators can contact their dedicated Relationship Manager for assistance.
- Comprehensive Training & Education: Provides training through documentation, live online sessions, webinars, and in-person events, alongside educational materials for employees.
- Participant Support Center: Direct support for participants via phone and email for account-related inquiries.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- MFA, Authenticator App, Device Registration, Biometrics
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
Integrations
- Workday
- SAP SuccessFactors
- Oracle
Security & Compliance
Certifications: SOC 2 Type II, GDPR
Encryption: Data encryption, access controls, secure storage, and two-factor authentication are key security features.
Data Residency: United States
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Starting at $3 per month per user.
- Target Customer
- Startups, Small Business, Mid-Market, Enterprise
- Contract Type
- Annual, Multi-year discounts available
- Free Trial
- Yes, Not explicitly specified (demo available). (credit card required)
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.