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# Certent vs Shareworks by Morgan Stanley Comparison - What are their main differences?

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Reviews

**Certent** [

4.4/5(117)

](https://www.g2.com/products/certent/reviews#reviews)

**Shareworks by Morgan Stanley** [

3.8/5(32)

](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews#reviews)

Pricing

**Certent**
No pricing available

**Shareworks by Morgan Stanley**
Free Trial

No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Certent**
4 months

Based on 10 responses

**Shareworks by Morgan Stanley**
Not enough reviews yet

Return on Investment

**Certent**
21 months

Based on 9 responses

**Shareworks by Morgan Stanley**
Not enough reviews yet

Perceived Cost

**Certent**
$$$$$

**Shareworks by Morgan Stanley**
$$$$$

Average Discount

**Certent**
5%

**Shareworks by Morgan Stanley**
Not enough reviews yet

 ![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/0dfd3e422fa6c6b899c506b791b647db/certent.svg "Certent")

 ![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley")

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Pros & Cons

**Certent**
[
Ease of Use (11)
](https://www.g2.com/products/certent/reviews?filters%5Bsentiment_snippet%5D=1483665&qs=pros-and-cons#reviews)[
Customer Support (9)
](https://www.g2.com/products/certent/reviews?filters%5Bsentiment_snippet%5D=1485688&qs=pros-and-cons#reviews)[
UX Improvement (4)
](https://www.g2.com/products/certent/reviews?filters%5Bsentiment_snippet%5D=2099827&qs=pros-and-cons#reviews)[
Difficult Implementation (2)
](https://www.g2.com/products/certent/reviews?filters%5Bsentiment_snippet%5D=2000222&qs=pros-and-cons#reviews)

**Shareworks by Morgan Stanley**
[
Lack of Mobile Accessibility (1)
](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews?filters%5Bsentiment_snippet%5D=1938670&qs=pros-and-cons#reviews)[
UX Improvement (1)
](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews?filters%5Bsentiment_snippet%5D=2086459&qs=pros-and-cons#reviews)

Screenshots

**Certent**
 ![Certent screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/109386/Participant-Portal-_Employee-Self-Service_.png)

**Shareworks by Morgan Stanley**
 ![Shareworks by Morgan Stanley screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/127975/shareworks-participant-experience.png)

Ratings

Meets Requirements

**Certent**

8.9

8.988

**Shareworks by Morgan Stanley**

8.1

8.124

Ease of Use

**Certent**

8.6

8.692

**Shareworks by Morgan Stanley**

7.5

7.524

Ease of Setup

**Certent**

7.5

7.571

**Shareworks by Morgan Stanley**

7.6

7.612

Ease of Admin

**Certent**

8.6

8.669

**Shareworks by Morgan Stanley**

8.7

8.710

Quality of Support

**Certent**

9.2

9.288

**Shareworks by Morgan Stanley**

8.5

8.521

Has the product been a good partner in doing business?

**Certent**

9.1

9.168

**Shareworks by Morgan Stanley**

8.5

8.510

Product Direction (% positive)

**Certent**

8.8

8.881

**Shareworks by Morgan Stanley**

5.6

5.624

Features

Equity Management[Hide 43 FeaturesShow 43 Features](javascript:void(0);)

8.3

59

7.6

16

Platform Basics

Reporting

8.7(won by 0.9)

58

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.8

13

Investor Reporting

Not enough data

Not enough data

Platform Data

Visualization

8.3(won by 1.0)

55

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.3

15

Platform Search

8.5(won by 0.9)

54

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.6

14

Dashboard

8.5(won by 0.2)

56

8.3

15

Activity Dashboard

Not enough data

Not enough data

Platform Content

File Sharing

8.4(won by 1.5)

45

 (There is a greater than 0.5 difference between this product's rating and its competitors)

6.9

12

Platform Additional Functionality

Cap Table

7.8(won by 0.5)

35

 (There is a greater than 0.5 difference between this product's rating and its competitors)

7.3

10

409a

7.6(won by 0.4)

28

7.2

9

Public Equity

8.4

40

8.5(won by 0.1)

10

Agentic AI - Equity Management

Autonomous Task Execution

Not enough data

Not enough data

Additional Functionality

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

Show 5 feature categories with incomplete data

Governance, Risk & Compliance[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Incident Management

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Evidence Management

Not enough data

Not enough data

Risk Alerts

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

Sarbanes-Oxley Compliance

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Policy Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

HIPAA Compliant

Not enough data

Not enough data

Operational Risk Management

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Enterprise Risk Management

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Configurable Workflow

Not enough data

Not enough data

Vendor Management

Not enough data

Not enough data

IT Risk Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Issue Management

Not enough data

Not enough data

Internal Controls Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Environmental Compliance

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Risk Assessment

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Governance

Not enough data

Not enough data

Corrective and Preventive Actions (CAPA)

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

FDA Compliance

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Regulatory Change Management[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Agentic AI - Regulatory Change Management

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Campaign Planning

Not enough data

Not enough data

Compensation Planning[Hide 31 FeaturesShow 31 Features](javascript:void(0);)

Not enough data

Not enough data

Platform - Compensation Planning

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

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

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[Hide 11 FeaturesShow 11 Features](javascript:void(0);)

Not enough data

Not enough data

Plan Management - Stock Plan Administration

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

Security

Not enough data

Not enough data

Tax

Not enough data

Not enough data

Employee Self-Service - Stock Plan Administration

Documents

Not enough data

Not enough data

Education

Not enough data

Not enough data

Analytics & Data Management - Stock Plan Administration

Integration

Not enough data

Not enough data

Reporting

Not enough data

Not enough data

Accounting & Finance[Hide 1 FeatureShow 1 Feature](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Accounting & Finance

Autonomous Task Execution

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/0dfd3e422fa6c6b899c506b791b647db/certent.svg "Certent")](https://www.g2.com/products/certent/reviews)

Certent

Small-Business(50 or fewer emp.)

11.2%

Mid-Market(51-1000 emp.)

52.6%

Enterprise(\> 1000 emp.)

36.2%

[![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley")](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)

Shareworks by Morgan Stanley

Small-Business(50 or fewer emp.)

21.9%

Mid-Market(51-1000 emp.)

40.6%

Enterprise(\> 1000 emp.)

37.5%

Small-Business

(50 or fewer emp.)

11.2%

21.9%

Mid-Market

(51-1000 emp.)

52.6%

40.6%

Enterprise

(\> 1000 emp.)

36.2%

37.5%

Reviewers' Industry

[![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/0dfd3e422fa6c6b899c506b791b647db/certent.svg "Certent")](https://www.g2.com/products/certent/reviews)
Certent

Biotechnology

11.2%

Banking

10.3%

Oil & Energy

9.5%

Pharmaceuticals

6.0%

Financial Services

6.0%

Other

56.9%

[![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley")](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)
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%

Other

31.3%

FAQs

## Certent vs Shareworks by Morgan Stanley FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between Shareworks by Morgan Stanley vs Certent?

Certent stands out from Shareworks by Morgan Stanley with a higher G2 rating, more reviews, and stronger reviewer-cited strengths in ease of use and customer support.

| | [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | [Certent](https://www.g2.com/products/certent/reviews) |
| --- | --- | --- |
| G2 Rating (reviews) | 3.8/5 (32 reviews) | 4.4/5 (117 reviews) |
| Largest Segment | Mid-Market | Mid-Market |
| Ease of Setup score | 7.6 | 7.5 |
| Quality of Support score | 8.5 | 9.2 |
| Top Reviewer-Cited Strength | Portfolio visibility and cap table management | Ease of use (11 all-time mentions), customer support (9 all-time mentions) |

### How do the pricing models of Shareworks by Morgan Stanley and Certent compare?

Certent is rated higher for value by reviewers, as reflected in its higher satisfaction scores on price and overall experience.

- **Shareworks by Morgan Stanley:** Reviewers note the platform is useful for managing equity but mention concerns about complexity and interface clarity.
- **Certent:** Reviewers consistently highlight Certent's ease of use, robust reporting, and strong customer support as justifying its cost, even when described as one of the more expensive options.
- **Switching reasons:** Recent reviews cite Certent's reporting efficiency and customer support as key factors for choosing it over alternatives.

### What are the best alternatives to Shareworks by Morgan Stanley and Certent?

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

| 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 reviews) | Mid-Market | — | Portfolio visibility and cap table management |
| [Certent](https://www.g2.com/products/certent/reviews) | 4.4/5 (117 reviews) | Mid-Market | Described as more expensive but justified by robust features and support | Ease of use (11 all-time mentions), customer support (9 all-time mentions) |
| [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.3/5 (233 reviews) | 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 reviews) | Small-Business | — | High satisfaction and ease of use |
| [Ledgy](https://www.g2.com/products/ledgy/reviews) | 4.7/5 (76 reviews) | Mid-Market | — | Intuitive interface and strong reporting |

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

Buyers should prioritize ease of use, reporting capabilities, customer support, integration options, and equity management features when comparing Shareworks by Morgan Stanley and Certent.

- **Ease of use:** Certent is cited for ease of use in 11 all-time mentions; Shareworks by Morgan Stanley receives mixed feedback on interface clarity.
- **Reporting capabilities:** Certent is praised for reporting efficiency (7 all-time mentions) and reporting (6 all-time mentions); Shareworks by Morgan Stanley is noted for portfolio visibility and cap table management.
- **Customer support:** Certent receives 9 all-time mentions for customer support; Shareworks by Morgan Stanley is rated 8.5 for Quality of Support.
- **Integration options:** Certent is mentioned for integration process (2 all-time mentions); Shareworks by Morgan Stanley has no recent integration mentions.
- **Equity management features:** Certent is cited for equity management (4 all-time mentions); Shareworks by Morgan Stanley is noted for cap table management and employee share tracking.

### What are the pros and cons of Shareworks by Morgan Stanley vs Certent?

Certent's headline strength is ease of use and customer support, while Shareworks by Morgan Stanley is recognized for portfolio visibility and cap table management.

- **Shareworks by Morgan Stanley strengths:** Portfolio visibility, cap table management, and employee share tracking.
- **Shareworks by Morgan Stanley trade-offs:** Reviewers note a crowded interface, complexity for beginners, and challenges with notifications and customer support.
- **Certent strengths:** Ease of use (11 all-time mentions), customer support (9 all-time mentions), reporting efficiency (7 all-time mentions), and robust reporting features (6 all-time mentions).
- **Certent trade-offs:** Reviewers mention a learning curve, limited customization, navigation difficulty, and workflow inefficiencies, each cited in recent reviews.

### Is Shareworks by Morgan Stanley or Certent better for small businesses?

Certent is a better fit for small businesses, as reflected by its higher G2 rating and strong reviewer sentiment on ease of use and support.

- **Shareworks by Morgan Stanley:** Largest segment is Mid-Market; reviewers note benefits for portfolio visibility but mention complexity for new users.
- **Certent:** Largest segment is Mid-Market; reviewers consistently highlight ease of use, time-saving, and strong customer support, making it accessible for smaller teams.

### Which Equity Management platform has better integrations?

Certent is favored for integrations, with reviewers citing successful connections to HRIS and payroll platforms.

- **Shareworks by Morgan Stanley:** No recent reviewer-cited integrations.
- **Certent:** Reviewers mention integrations with Workday, Ceridian, ADP, and Bank of America Merrill Lynch, with positive feedback on integration processes in recent reviews.

### How do Shareworks by Morgan Stanley and Certent compare on customer support?

Certent leads Shareworks by Morgan Stanley in Quality of Support by 0.7 points, with a score of 9.2 versus 8.5.

- **Shareworks by Morgan Stanley:** Reviewers describe support as generally helpful but note occasional difficulty reaching support and a desire for more self-service resources.
- **Certent:** Reviewers consistently praise Certent's customer support, citing responsiveness, knowledgeable representatives, and proactive assistance, with 9 all-time mentions for customer support.

### Which is easier to implement, Shareworks by Morgan Stanley or Certent?

Shareworks by Morgan Stanley and Certent score within a tenth of a point on Ease of Setup, indicating parity in implementation experience.

- **Shareworks by Morgan Stanley:** Reviewers describe setup as straightforward for cap table management but mention complexity for new users and occasional challenges with onboarding.
- **Certent:** Reviewers report a generally smooth setup process, with support teams guiding implementation and positive feedback on onboarding assistance, though some note a learning curve for complex features.

Alternatives

**Certent Alternatives**

 ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite")

[
Carta Equity Suite
](/products/carta-equity-suite/reviews)

 ![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg "Ledgy")

[
Ledgy
](/products/ledgy/reviews)

 ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita")

[
Qapita
](/products/qapita/reviews)

 ![Empower Stock Plan Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e3b3d3e2cce163b4c0a9371172b48685/empower-stock-plan-services.png "Empower Stock Plan Services")

[
Empower Stock Plan Services
](/products/empower-stock-plan-services/reviews)

**Shareworks by Morgan Stanley Alternatives**

 ![J.P.Morgan Workplace Solutions](https://images.g2crowd.com/uploads/product/hd_favicon/91f594c81f02bb42a07355a03afa02f7/j-p-morgan-workplace-solutions.svg "J.P.Morgan Workplace Solutions")

[
J.P.Morgan Workplace Solutions
](/products/j-p-morgan-workplace-solutions/reviews)

 ![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg "Ledgy")

[
Ledgy
](/products/ledgy/reviews)

 ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite")

[
Carta Equity Suite
](/products/carta-equity-suite/reviews)

 ![Empower Stock Plan Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e3b3d3e2cce163b4c0a9371172b48685/empower-stock-plan-services.png "Empower Stock Plan Services")

[
Empower Stock Plan Services
](/products/empower-stock-plan-services/reviews)

## Certent vs Shareworks by Morgan Stanley

When assessing the two solutions, reviewers found Certent easier to use and do business with overall. However, reviewers preferred the ease of set up with Shareworks by Morgan Stanley, along with administration.

- Reviewers felt that Certent meets the needs of their business better than Shareworks by Morgan Stanley.
- When comparing quality of ongoing product support, reviewers felt that Certent is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Certent over Shareworks by Morgan Stanley.