# Cake Equity vs Shareworks by Morgan Stanley Comparison --- ## AI Generated Summary - **G2 reviewers report** that Cake Equity excels in user experience, with many praising its intuitive interface and ease of navigation. Users highlight that the platform is "SO easy to use and understand," making it a strong choice for those who prioritize a seamless experience. - **According to verified reviews** , Shareworks by Morgan Stanley provides valuable real-time insights into stock values, which users find helpful for tracking their investments. However, some users mention that it can be less user-friendly compared to Cake Equity, indicating a need for improvement in overall usability. - **Users say** that Cake Equity's customer support is exceptional, with a high satisfaction rating. Reviewers appreciate the responsive service, which enhances their overall experience, while Shareworks by Morgan Stanley, despite having decent support, does not receive the same level of praise. - **Reviewers mention** that Cake Equity offers a free entry-level price, making it accessible for small businesses. In contrast, Shareworks by Morgan Stanley does not provide clear pricing information, which may deter potential users looking for budget-friendly options. - **According to recent user feedback** , Cake Equity's modeling function is particularly useful for users, allowing for effective equity management. Shareworks by Morgan Stanley, while offering features like future vesting records, may not match the comprehensive functionality that Cake provides. - **G2 reviewers highlight** that Cake Equity has a significantly higher number of recent reviews, indicating a more active user base and up-to-date feedback. This contrasts with Shareworks by Morgan Stanley, which has not received any recent reviews, suggesting potential stagnation in user engagement. | | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Star Rating** | 4.8 out of 5 | 3.8 out of 5 | | **Total Reviews** | 130 | 32 | | **Largest Market Segment** | Small-Business (85.0% of reviews) | Mid-Market (40.6% of reviews) | | **Entry Level Price** | $1,000.00 25 Stakeholders Per Year | No pricing available | --- ## Top Pros & Cons ### Cake Equity Pros: - Ease of Use (45 reviews) - Customer Support (38 reviews) Cons: - UX Improvement (7 reviews) - Poor Customer Support (6 reviews) ### Shareworks by Morgan Stanley Cons: - Lack of Mobile Accessibility (1 reviews) - UX Improvement (1 reviews) --- ## Ratings Comparison | Rating | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Meets Requirements** | 9.1 (91 reviews) | 8.1 (24 reviews) | | **Ease of Use** | 9.2 (118 reviews) | 7.5 (24 reviews) | | **Ease of Setup** | 9.2 (89 reviews) | 7.6 (12 reviews) | | **Ease of Admin** | 9.1 (62 reviews) | 8.7 (10 reviews) | | **Quality of Support** | 9.8 (88 reviews) | 8.5 (21 reviews) | | **Has the product been a good partner in doing business?** | 9.6 (63 reviews) | 8.5 (10 reviews) | | **Product Direction (% positive)** | 9.7 (91 reviews) | 5.6 (24 reviews) | --- ## Pricing ### Cake Equity #### Entry-Level Pricing Plan: Build Price: $1,000.00 25 Stakeholders Per Year Description: Cap table basics for early startups Key Features: - 25 stakeholders + $60per additional - Cap table & certificates - Templated SAFEs & convertibles [Browse all 6 editions](https://www.g2.com/products/cake-equity/pricing) #### Free Trial Yes ### Shareworks by Morgan Stanley #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Equity Management | Product | Score | Reviews | |---|---|---| | **Cake Equity** | 8.6/10 | 86 | | **Shareworks by Morgan Stanley** | 7.6/10 | 16 | #### Platform Basics | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Reporting** | 8.7 (83 reviews) | 7.8 (13 reviews) | #### Platform Data | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Visualization** | 8.9 (83 reviews) | 7.3 (15 reviews) | | **Platform Search** | 8.9 (24 reviews) | 7.6 (14 reviews) | | **Dashboard** | 9.1 (85 reviews) | 8.3 (15 reviews) | #### Platform Content | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **File Sharing** | 8.6 (78 reviews) | 6.9 (12 reviews) | #### Platform Additional Functionality | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Cap Table** | 9.3 (83 reviews) | 7.3 (10 reviews) | | **409a** | 8.0 (70 reviews) | 7.2 (9 reviews) | | **Equity Governance** | 8.9 (76 reviews) | 8.5 (10 reviews) | #### Agentic AI - Equity Management | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Autonomous Task Execution** | 6.7 (12 reviews) | Not enough data | ### Stock Plan Administration | Product | Score | Reviews | |---|---|---| | **Cake Equity** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Plan Management - Stock Plan Administration | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Document Management** | Not enough data | Not enough data | | **Trading & Settlement** | Not enough data | Not enough data | | **Equity Compensation** | Not enough data | Not enough data | | **Cap Table** | Not enough data | Not enough data | | **Workflows** | Not enough data | Not enough data | #### Compliance - Stock Plan Administration | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Security** | Not enough data | Not enough data | | **Tax** | Not enough data | Not enough data | #### Employee Self-Service - Stock Plan Administration | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Documents** | Not enough data | Not enough data | | **Education** | Not enough data | Not enough data | #### Analytics & Data Management - Stock Plan Administration | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Cake Equity** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management) **Unique to Shareworks by Morgan Stanley (1):** [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration) --- ## Reviewer Demographics ### By Company Size | Segment | Cake Equity | Shareworks by Morgan Stanley | |---|---|---| | **Small-Business** | 85.0% | 21.9% | | **Mid-Market** | 15.0% | 40.6% | | **Enterprise** | 0% | 37.5% | ### By Industry #### Cake Equity - **Computer Software:** 19.5% - **Information Technology and Services:** 13.8% - **Financial Services:** 12.2% - **Health, Wellness and Fitness:** 5.7% - **Food & Beverages:** 4.1% - **Accounting:** 3.3% - **Legal Services:** 2.4% - **Biotechnology:** 1.6% - **Computer Games:** 1.6% - **Consumer Goods:** 1.6% - **Other:** 34.1% #### Shareworks by Morgan Stanley - **Computer Software:** 37.5% - **Information Technology and Services:** 9.4% - **Financial Services:** 9.4% - **Capital Markets:** 6.3% - **Airlines/Aviation:** 6.3% - **Telecommunications:** 3.1% - **Medical Devices:** 3.1% - **Market Research:** 3.1% - **Legal Services:** 3.1% - **Internet:** 3.1% - **Other:** 15.6% --- ## Alternatives ### Alternatives to Cake Equity - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (314 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4420 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (147 reviews) - [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (44 reviews) - [Eqvista](https://www.g2.com/products/eqvista/reviews) — 4.9/5 stars (67 reviews) - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews) ### Alternatives to Shareworks by Morgan Stanley - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (147 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews) - [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) — 4.7/5 stars (24 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (314 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4420 reviews) - [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (44 reviews) - [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews) --- ## Top Discussions ### Cake Equity No discussions available for this product. ### Shareworks by Morgan Stanley No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cake-equity-vs-shareworks-by-morgan-stanley)