# EquityList vs Shareworks by Morgan Stanley Comparison | | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Star Rating** | 4.7 out of 5 | 3.8 out of 5 | | **Total Reviews** | 117 | 32 | | **Largest Market Segment** | Small-Business (52.6% of reviews) | Mid-Market (40.6% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### EquityList Pros: - Ease of Use (13 reviews) - Equity Management (7 reviews) Cons: - Limited Features (2 reviews) - UX Improvement (2 reviews) ### Shareworks by Morgan Stanley Cons: - Lack of Mobile Accessibility (1 reviews) - UX Improvement (1 reviews) --- ## Ratings Comparison | Rating | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Meets Requirements** | 9.0 (99 reviews) | 8.1 (24 reviews) | | **Ease of Use** | 9.0 (102 reviews) | 7.5 (24 reviews) | | **Ease of Setup** | 8.9 (88 reviews) | 7.6 (12 reviews) | | **Ease of Admin** | 9.0 (87 reviews) | 8.7 (10 reviews) | | **Quality of Support** | 9.6 (99 reviews) | 8.5 (21 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (83 reviews) | 8.5 (10 reviews) | | **Product Direction (% positive)** | 9.8 (100 reviews) | 5.6 (24 reviews) | --- ## Pricing ### EquityList #### Entry-Level Pricing No pricing available #### 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 | |---|---|---| | **EquityList** | 8.7/10 | 78 | | **Shareworks by Morgan Stanley** | 7.6/10 | 16 | #### Platform Basics | Feature | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Reporting** | 8.8 (73 reviews) | 7.8 (13 reviews) | #### Platform Data | Feature | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Visualization** | 9.0 (74 reviews) | 7.3 (15 reviews) | | **Platform Search** | 8.7 (77 reviews) | 7.6 (14 reviews) | | **Dashboard** | 9.3 (77 reviews) | 8.3 (15 reviews) | #### Platform Content | Feature | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **File Sharing** | 8.6 (73 reviews) | 6.9 (12 reviews) | #### Platform Additional Functionality | Feature | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Cap Table** | 8.8 (75 reviews) | 7.3 (10 reviews) | | **409a** | 8.0 (61 reviews) | 7.2 (9 reviews) | | **Equity Governance** | 8.7 (67 reviews) | 8.5 (10 reviews) | #### Agentic AI - Equity Management | Feature | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Stock Plan Administration | Product | Score | Reviews | |---|---|---| | **EquityList** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Plan Management - Stock Plan Administration | Feature | EquityList | 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 | EquityList | 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 | EquityList | 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 | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **EquityList** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | EquityList | 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 | EquityList | Shareworks by Morgan Stanley | |---|---|---| | **Small-Business** | 52.6% | 21.9% | | **Mid-Market** | 43.1% | 40.6% | | **Enterprise** | 4.3% | 37.5% | ### By Industry #### EquityList - **Financial Services:** 15.5% - **Information Technology and Services:** 13.8% - **Computer Software:** 9.5% - **Biotechnology:** 5.2% - **Health, Wellness and Fitness:** 5.2% - **Manufacturing:** 5.2% - **Logistics and Supply Chain:** 3.4% - **Electrical/Electronic Manufacturing:** 2.6% - **Apparel & Fashion:** 1.7% - **Entertainment:** 1.7% - **Other:** 36.2% #### 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 EquityList - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews) - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.4/5 stars (232 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4310 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (144 reviews) - [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews) - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [trica equity](https://www.g2.com/products/trica-equity/reviews) — 4.4/5 stars (49 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews) — 5.0/5 stars (65 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 (144 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) — 4.4/5 stars (232 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 (313 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4310 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 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 ### EquityList 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/equitylist-vs-shareworks-by-morgan-stanley)