# Eqvista vs Shareworks by Morgan Stanley Comparison --- ## AI Generated Summary - **G2 reviewers report** that Eqvista excels in user satisfaction, boasting a significantly higher overall rating compared to Shareworks by Morgan Stanley. Users appreciate Eqvista's intuitive interface and seamless experience, which allows them to manage their equity with ease. - **Users say** that Shareworks provides valuable real-time insights into stock values, making it a useful tool for tracking investments. However, some find it less user-friendly compared to Eqvista, which has garnered praise for its straightforward setup and navigation. - **According to verified reviews** , Eqvista stands out for its robust support and responsiveness, with many users highlighting the quality of assistance they receive. In contrast, while Shareworks offers decent support, it doesn't quite match the level of satisfaction reported by Eqvista users. - **Reviewers mention** that Eqvista's features, such as data synchronization and cap table management, are particularly beneficial for small businesses looking to streamline their operations. Shareworks, while effective for mid-market companies, may not cater as well to the specific needs of smaller organizations. - **Users highlight** that Eqvista's reporting and visualization tools are superior, allowing for better data analysis and decision-making. Shareworks, while functional, has received feedback indicating that its reporting capabilities could be improved to meet user expectations. - **G2 reviewers note** that Eqvista's free entry-level pricing is a significant advantage for startups and small businesses, making it accessible for those just beginning their equity management journey. Shareworks, on the other hand, does not offer a free tier, which may deter potential users looking for cost-effective solutions. | | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Star Rating** | 4.9 out of 5 | 3.8 out of 5 | | **Total Reviews** | 67 | 32 | | **Largest Market Segment** | Mid-Market (51.5% of reviews) | Mid-Market (40.6% of reviews) | | **Entry Level Price** | Free | No pricing available | --- ## Top Pros & Cons ### Eqvista Pros: - Cap Table Management (79 reviews) - Equity Management (66 reviews) Cons: - Complex Reporting (35 reviews) - Limited Customization (22 reviews) ### Shareworks by Morgan Stanley Cons: - Lack of Mobile Accessibility (1 reviews) - UX Improvement (1 reviews) --- ## Ratings Comparison | Rating | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Meets Requirements** | 9.7 (64 reviews) | 8.1 (24 reviews) | | **Ease of Use** | 9.8 (64 reviews) | 7.5 (24 reviews) | | **Ease of Setup** | 9.9 (62 reviews) | 7.6 (12 reviews) | | **Ease of Admin** | 8.8 (15 reviews) | 8.7 (10 reviews) | | **Quality of Support** | 9.7 (63 reviews) | 8.5 (21 reviews) | | **Has the product been a good partner in doing business?** | 8.9 (14 reviews) | 8.5 (10 reviews) | | **Product Direction (% positive)** | 10.0 (63 reviews) | 5.6 (24 reviews) | --- ## Pricing ### Eqvista #### Entry-Level Pricing Plan: Freemium Cap Table Price: Free Key Features: - No credit card required - <20 stakeholders - Cap Table & ESOP management [Browse all 3 editions](https://www.g2.com/products/eqvista/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 | |---|---|---| | **Eqvista** | 9.5/10 | 74 | | **Shareworks by Morgan Stanley** | 7.6/10 | 16 | #### Platform Basics | Feature | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Reporting** | 9.8 (62 reviews) | 7.8 (13 reviews) | #### Platform Data | Feature | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Visualization** | 9.5 (61 reviews) | 7.3 (15 reviews) | | **Platform Search** | 9.5 (62 reviews) | 7.6 (14 reviews) | | **Dashboard** | 9.8 (62 reviews) | 8.3 (15 reviews) | #### Platform Content | Feature | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **File Sharing** | 9.0 (61 reviews) | 6.9 (12 reviews) | #### Platform Additional Functionality | Feature | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Cap Table** | 9.7 (62 reviews) | 7.3 (10 reviews) | | **409a** | 9.7 (62 reviews) | 7.2 (9 reviews) | | **Equity Governance** | 9.5 (62 reviews) | 8.5 (10 reviews) | #### Agentic AI - Equity Management | Feature | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Autonomous Task Execution** | 9.3 (36 reviews) | Not enough data | ### Stock Plan Administration | Product | Score | Reviews | |---|---|---| | **Eqvista** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Plan Management - Stock Plan Administration | Feature | Eqvista | 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 | Eqvista | 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 | Eqvista | 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 | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Eqvista** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Eqvista | 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 | Eqvista | Shareworks by Morgan Stanley | |---|---|---| | **Small-Business** | 40.9% | 21.9% | | **Mid-Market** | 51.5% | 40.6% | | **Enterprise** | 7.6% | 37.5% | ### By Industry #### Eqvista - **Computer Software:** 26.9% - **Retail:** 9.0% - **Financial Services:** 9.0% - **Manufacturing:** 7.5% - **Information Technology and Services:** 7.5% - **Venture Capital & Private Equity:** 4.5% - **Consumer Goods:** 4.5% - **Health, Wellness and Fitness:** 3.0% - **Hospital & Health Care:** 3.0% - **Banking:** 1.5% - **Other:** 23.9% #### 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 Eqvista - [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) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4473 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (317 reviews) - [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (151 reviews) - [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews) - [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews) - [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 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 (151 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 (317 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 (4473 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 ### Eqvista 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/eqvista-vs-shareworks-by-morgan-stanley)