# Carta Equity Suite vs Shareworks by Morgan Stanley Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Carta excels in providing a user-friendly interface, making it easy for teams to navigate and manage equity, cap tables, and employee option grants all in one place. Users appreciate the clean UI and the speed at which they can issue grants and track vesting.
- **Users say** Shareworks by Morgan Stanley offers valuable real-time insights into stock values, which is particularly beneficial for new users. They highlight features like clear records of future vestings and support for multiple currencies, enhancing the overall user experience.
- **According to verified reviews** , Carta stands out for its integration capabilities with HRIS platforms, allowing for seamless access to data related to equity ownership and compensation packages. This integration is seen as a significant advantage for leadership and finance teams.
- **Reviewers mention** that while Shareworks provides a solid overview of stock ownership and options, it sometimes struggles with matching specific workflow needs, leading to configuration challenges for some users.
- **G2 reviewers highlight** that both platforms receive positive feedback for their support quality, but Shareworks has a slight edge in this area, with users noting that they feel well-supported in their equity management processes.
- **Users report** that Carta's reporting and visualization features are particularly strong, with many finding the tools effective for maintaining accurate ownership records and providing a reliable source of truth for equity ownership, which is critical for decision-making.



---
## Frequently Asked Questions

### What is the difference between Shareworks by Morgan Stanley vs Carta Equity Suite?

Carta Equity Suite stands out from Shareworks by Morgan Stanley with a higher G2 rating, more favorable reviewer sentiment, and a stronger reputation for ease of use and reporting.

| [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) |
| --- | --- |
| 3.8/5 (32 reviews) | 4.3/5 (233 reviews) |
| Mid-Market | Mid-Market |
| 7.6 | 7.9 |
| 8.5 | 8.2 |
| Robust reporting and cap table management | Ease of use (26 all-time mentions), equity management (24), user interface (15), reporting efficiency (5) |



### How do the pricing models of Shareworks by Morgan Stanley and Carta Equity Suite compare?

Carta Equity Suite is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Shareworks by Morgan Stanley.

- **Shareworks by Morgan Stanley:** Reviewers note that the platform is useful for certain projects but mention that the commission charged can be high and that it is only useful for easy projects.
- **Carta Equity Suite:** In recent reviews, many reviewers highlight that while Carta can be expensive, they feel the value is justified by its comprehensive features and ease of use.
- **Switching-reason:** Several reviewers mention moving from Shareworks by Morgan Stanley to Carta Equity Suite due to better usability and reporting capabilities.



### What are the best alternatives to Shareworks by Morgan Stanley and Carta Equity Suite?

The top three alternatives to Shareworks by Morgan Stanley and Carta Equity Suite are Qapita, J.P.Morgan Workplace Solutions, and Certent.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | 3.8/5 (32) | Mid-Market | Commission can be high for some projects | Robust reporting and cap table management |
| [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.3/5 (233) | Mid-Market | Expensive but justified by features | Ease of use, equity management, reporting efficiency |
| [Qapita](https://www.g2.com/products/qapita/reviews) | 4.6/5 (325) | Mid-Market | — | Comprehensive equity management |
| [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5 (161) | Small-Business | — | Strong customer support and user experience |
| [Certent](https://www.g2.com/products/certent/reviews) | 4.4/5 (117) | Mid-Market | — | Reliable compliance and reporting |



### Which Equity Management features should I prioritize when comparing Shareworks by Morgan Stanley and Carta Equity Suite?

Buyers should prioritize reporting, ease of use, cap table management, transparency, and onboarding experience when comparing Shareworks by Morgan Stanley and Carta Equity Suite.

- **Reporting:** Reporting efficiency is cited in 5 all-time reviews for Carta Equity Suite; Shareworks by Morgan Stanley is noted for robust reporting in recent reviews.
- **Ease of Use:** Carta Equity Suite has 26 all-time mentions for ease of use, while Shareworks by Morgan Stanley receives mixed feedback on user interface clarity.
- **Cap Table Management:** Carta Equity Suite is cited in 11 all-time reviews for cap table management; Shareworks by Morgan Stanley is also recognized for cap table management in recent reviews.
- **Transparency:** Carta Equity Suite has 9 all-time mentions for transparency; Shareworks by Morgan Stanley is noted for providing clear records and visibility into equity.
- **Onboarding Experience:** Carta Equity Suite has 9 all-time mentions for onboarding issues, while Shareworks by Morgan Stanley receives both positive and negative feedback on setup complexity.



### What are the pros and cons of Shareworks by Morgan Stanley vs Carta Equity Suite?

Carta Equity Suite's headline strength is ease of use and reporting efficiency, while Shareworks by Morgan Stanley is recognized for robust reporting and cap table management.

- **Shareworks by Morgan Stanley strengths:** Robust reporting, clear records of vesting, supports multiple currencies, intuitive navigation for experienced users, strong cap table management.
- **Shareworks by Morgan Stanley trade-offs:** User interface can be confusing for beginners, crowded screens, lack of notifications for tax documents, slow interface, some actions require multiple steps, onboarding can be challenging.
- **Carta Equity Suite strengths:** Ease of use (26 all-time mentions), equity management (24), user interface (15), cap table management (11), transparency (9), intuitive design (7), reporting efficiency (5), real-time updates (5), strong customer support (5).
- **Carta Equity Suite trade-offs:** Expensive (12 all-time mentions), onboarding issues (9), complex reporting (7), poor customer support for smaller clients (7), UX improvement needed (6), difficult learning curve for some users (5), slow performance (5).



### Is Shareworks by Morgan Stanley or Carta Equity Suite better for small businesses?

Carta Equity Suite is the better fit for small businesses, supported by its strong ease of use and positive sentiment from small-business reviewers.

- **Shareworks by Morgan Stanley:** Largest segment is Mid-Market; small-business reviewers note challenges with onboarding and a steeper learning curve.
- **Carta Equity Suite:** Largest segment is Mid-Market, but recent reviews from small-business users highlight its user-friendly interface and straightforward onboarding, making it accessible for smaller teams.



### Which Equity Management platform has better integrations?

Carta Equity Suite is favored by reviewers for integrations, particularly with HRIS platforms and data sources.

- **Shareworks by Morgan Stanley:** No recent reviewer-cited integrations.
- **Carta Equity Suite:** Recent reviews mention integrations with HRIS platforms and data sources, with positive feedback on ease of connecting to other systems.



### How do Shareworks by Morgan Stanley and Carta Equity Suite compare on customer support?

Shareworks by Morgan Stanley and Carta Equity Suite are rated within 0.3 points on Quality of Support, indicating near parity in reviewer satisfaction.

- **Shareworks by Morgan Stanley:** Reviewers describe support as responsive and helpful, with several citing live chat and technical staff as strengths.
- **Carta Equity Suite:** Reviewers highlight strong customer support (5 all-time mentions), but some note slower response times and less support for smaller clients.



### Which is easier to implement, Shareworks by Morgan Stanley or Carta Equity Suite?

Carta Equity Suite and Shareworks by Morgan Stanley score within 0.3 points on Ease of Setup, indicating similar implementation experiences.

- **Shareworks by Morgan Stanley:** Reviewers report that onboarding can be quick and intuitive for some, but others find the process complex and requiring multiple support calls.
- **Carta Equity Suite:** Many reviewers describe straightforward setup and onboarding, though some mention that migrating data from spreadsheets can take time and that advanced features may require a learning curve.



### Which product has better Reporting?

Carta Equity Suite is favored for Reporting, with more reviewer-cited strengths and higher mention counts for reporting efficiency.

- **Shareworks by Morgan Stanley:** Reviewers note robust reporting capabilities and ease of generating audit-ready reports, with positive feedback on cap table exports and financial disclosures.
- **Carta Equity Suite:** Reporting efficiency is cited in 5 all-time reviews, with additional praise for clean, easy-to-interpret reports, automated audit trails, and comprehensive reporting tools.



| | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 232 | 32 | 

---
## Top Pros & Cons

### Carta Equity Suite

Pros:
- Ease of Use (26 reviews)
- Equity Management (24 reviews)

Cons:
- Expensive (12 reviews)
- Onboarding Issues (9 reviews)

### Shareworks by Morgan Stanley


Cons:
- Lack of Mobile Accessibility (1 reviews)
- UX Improvement (1 reviews)

---
## Ratings Comparison
| Rating | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
  | **Meets Requirements** | 8.7 (171 reviews) | 8.1 (24 reviews) | 
  | **Ease of Use** | 8.6 (184 reviews) | 7.5 (24 reviews) | 
  | **Ease of Setup** | 7.9 (139 reviews) | 7.6 (12 reviews) | 
  | **Ease of Admin** | 8.4 (107 reviews) | 8.7 (10 reviews) | 
  | **Quality of Support** | 8.2 (150 reviews) | 8.5 (21 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.3 (101 reviews) | 8.5 (10 reviews) | 
  | **Product Direction (% positive)** | 7.8 (163 reviews) | 5.6 (24 reviews) | 

---
## Pricing

### Carta Equity Suite

#### Entry-Level Pricing

Plan: Carta Launch

Price: Free 25 Stakeholders Per Year

Description: Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/

Key Features:
- Cap table management
- Securities issuance
- Exercising and repurchasing

[Browse all 4 editions](https://www.g2.com/products/carta-equity-suite/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 |
|---|---|---|
| **Carta Equity Suite** | 8.3/10 | 127 |
| **Shareworks by Morgan Stanley** | 7.6/10 | 16 |

#### Platform Basics

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting** | 8.2 (107 reviews) | 7.8 (13 reviews) | 
| **Investor Reporting** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Visualization** | 8.3 (114 reviews) | 7.3 (15 reviews) | 
| **Platform Search** | 8.0 (105 reviews) | 7.6 (14 reviews) | 
| **Dashboard** | 8.6 (116 reviews) | 8.3 (15 reviews) | 
| **Activity Dashboard** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **File Sharing** | 8.1 (89 reviews) | 6.9 (12 reviews) | 

#### Platform Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Cap Table** | 8.9 (110 reviews) | 7.3 (10 reviews) | 
| **409a** | 8.7 (87 reviews) | 7.2 (9 reviews) | 
| **Public Equity** | 8.6 (97 reviews) | 8.5 (10 reviews) | 

#### Agentic AI - Equity Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Autonomous Task Execution** | 7.5 (25 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Audit Management** | Not enough data | Not enough data | 
| **Vesting Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Portfolio Management** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Scenario Planning** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Grant Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Financial Modeling** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Transaction History** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Valuation Management** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 

### Compensation Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Platform

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reward Structuring** | Not enough data | Not enough data | 
| **Event Management** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Performance Management Integration** | Not enough data | Not enough data | 
| **Embedded Analytics** | Not enough data | Not enough data | 
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Compensation Data Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Bonus Management** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Benefits Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Incentive Management** | Not enough data | Not enough data | 
| **Payroll Management** | Not enough data | Not enough data | 
| **Budget Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 

#### Benchmarking and Equity - Compensation Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Benchmarking Data** | Not enough data | Not enough data | 
| **Pay Equity** | Not enough data | Not enough data | 
| **Salary Bands** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Approval Process Control** | Not enough data | Not enough data | 
| **Duplicate Detection** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Employee Onboarding** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Compensation Statements** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Automated Receipt Matching** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **Market Data Analysis** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Portal** | Not enough data | Not enough data | 
| **Compensation Plan Modeling** | Not enough data | Not enough data | 
| **Employee Database** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 

#### Platform

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Action Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Benefits Dashboard** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Recruitment Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Orientation Workflow Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **HR Management** | Not enough data | Not enough data | 
| **Help Desk Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Payroll Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Job Description Management** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Assessment Management** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Initiative Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Community Management** | Not enough data | Not enough data | 
| **Employee Referral Management** | Not enough data | Not enough data | 
| **Candidate Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Advertising Management** | Not enough data | Not enough data | 
| **Application Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Job Management** | Not enough data | Not enough data | 
| **Discount Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Job Management** | Not enough data | Not enough data | 
| **Data Storage Management** | Not enough data | Not enough data | 
| **Compensation Management** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Job Application Management** | Not enough data | Not enough data | 
| **HR Management** | Not enough data | Not enough data | 
| **Competency Management** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Job Description Management** | Not enough data | Not enough data | 
| **Evaluation Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Investment Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Talent Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Generative AI

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Onboarding** | Not enough data | Not enough data | 
| **Individual Development Plans** | Not enough data | Not enough data | 
| **Career Development** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Employee Profiles** | Not enough data | Not enough data | 
| **Employee Engagement** | Not enough data | Not enough data | 
| **Learning & Development** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 

### Salary Benchmarking

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Core Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Industry Benchmarking** | Not enough data | Not enough data | 
| **Hierarchy** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 

#### Auditing -  Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Accuracy** | Not enough data | Not enough data | 

#### Advanced Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Structure** | Not enough data | Not enough data | 
| **Offer Letter** | Not enough data | Not enough data | 
| **Salary Survey** | Not enough data | Not enough data | 
| **Equity** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Approval Process Control** | Not enough data | Not enough data | 
| **Duplicate Detection** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Employee Onboarding** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Compensation Statements** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Automated Receipt Matching** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **Market Data Analysis** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Portal** | Not enough data | Not enough data | 
| **Compensation Plan Modeling** | Not enough data | Not enough data | 
| **Employee Database** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 

### Compensation Planning

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Platform - Compensation Planning

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Compensation Budgeting** | Not enough data | Not enough data | 
| **Merit Cycle Planning** | Not enough data | Not enough data | 
| **Pay Transparency** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Reward Structuring** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 
| **Succession Planning** | Not enough data | Not enough data | 
| **Salary Planning** | Not enough data | Not enough data | 

#### Additional Features - Compensation Planning

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Approval Process Control** | Not enough data | Not enough data | 
| **Duplicate Detection** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Employee Onboarding** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Compensation Statements** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Automated Receipt Matching** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **Market Data Analysis** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Portal** | Not enough data | Not enough data | 
| **Compensation Plan Modeling** | Not enough data | Not enough data | 
| **Employee Database** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 

### Stock Plan Administration

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Plan Management - Stock Plan Administration

| Feature | Carta Equity Suite | 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 | Carta Equity Suite | 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 | Carta Equity Suite | 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 | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Carta Equity Suite | 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 Carta Equity Suite (4):** [Compensation Planning Software](https://www.g2.com/categories/compensation-planning), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Compensation Management Software](https://www.g2.com/categories/compensation-management), [Salary Benchmarking Software](https://www.g2.com/categories/salary-benchmarking)

**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 | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Small-Business** | 44.8% | 21.9% | 
| **Mid-Market** | 49.6% | 40.6% | 
| **Enterprise** | 5.7% | 37.5% | 

### By Industry

#### Carta Equity Suite

- **Computer Software:** 31.6%
- **Financial Services:** 12.3%
- **Information Technology and Services:** 8.8%
- **Internet:** 5.3%
- **Accounting:** 4.8%
- **Computer & Network Security:** 3.1%
- **Biotechnology:** 2.6%
- **Hospital & Health Care:** 2.2%
- **Marketing and Advertising:** 1.8%
- **Automotive:** 1.3%
- **Other:** 26.3%

#### 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 Carta Equity Suite

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (353 reviews)
- [Certent](https://www.g2.com/products/certent/reviews) — 4.4/5 stars (117 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (163 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (143 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [Salary.com](https://www.g2.com/products/salary-com-salary-com/reviews) — 4.4/5 stars (1112 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2256 reviews)
- [Payscale Ascent](https://www.g2.com/products/payscale-ascent/reviews) — 4.3/5 stars (985 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (5139 reviews)

### Alternatives to Shareworks by Morgan Stanley

- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (163 reviews)
- [Certent](https://www.g2.com/products/certent/reviews) — 4.4/5 stars (117 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (84 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 (353 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 (5139 reviews)
- [Vestd](https://www.g2.com/products/vestd/reviews) — 4.7/5 stars (63 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (143 reviews)

---
## Top Discussions

### Carta Equity Suite

- Title: [How much does Carta cost?](https://www.g2.com/discussions/pricing-341d6925-e7fb-45cb-b809-15b4448e29f0) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it..."
- Title: [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) — 1 comment
  > **Top comment:** "The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying..."
- Title: [What was your experience during the public listing event (IPO)? Any issues with the platform?](https://www.g2.com/discussions/what-was-your-experience-during-the-public-listing-event-ipo-any-issues-with-the-platform) — 1 comment, 1 upvote
  > **Top comment:** "No issues whatsoever."

### Shareworks by Morgan Stanley

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/carta-equity-suite-vs-shareworks-by-morgan-stanley)