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

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EqvistaShareworks by Morgan Stanley[+ Add Product](#)

Pricing

**Eqvista**
Free Trial

**Free** · Freemium Cap Table

**Shareworks by Morgan Stanley**
Free Trial

No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Eqvista**
1 month

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

Return on Investment

**Eqvista**
10 months

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

Perceived Cost

**Eqvista**
$$$$$

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

Average Discount

**Eqvista**
6%

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

 ![Eqvista](https://images.g2crowd.com/uploads/product/hd_favicon/67795010db0c4314928c2176503a4f9e/eqvista.svg "Eqvista")

 ![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**
from reviews

**Eqvista**
[
Cap Table Management (79)
](https://www.g2.com/products/eqvista/reviews?filters%5Bsentiment_snippet%5D=2102983&qs=pros-and-cons#reviews)[
Equity Management (67)
](https://www.g2.com/products/eqvista/reviews?filters%5Bsentiment_snippet%5D=1571632&qs=pros-and-cons#reviews)[
Complex Reporting (36)
](https://www.g2.com/products/eqvista/reviews?filters%5Bsentiment_snippet%5D=1571751&qs=pros-and-cons#reviews)[
Limited Customization (23)
](https://www.g2.com/products/eqvista/reviews?filters%5Bsentiment_snippet%5D=1571525&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

**Eqvista**
 ![Eqvista 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/1724466/Pricing-Infrastructure-for.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**
from reviews

Meets Requirements

**Eqvista**

8.6

8.67

**Shareworks by Morgan Stanley**

8.1

8.124

Ease of Use

**Eqvista**

8.8

8.87

**Shareworks by Morgan Stanley**

7.5

7.524

Ease of Setup

**Eqvista**

8.7

8.75

**Shareworks by Morgan Stanley**

7.6

7.612

Ease of Admin

**Eqvista**
Not enough data

**Shareworks by Morgan Stanley**

8.7

8.710

Quality of Support

**Eqvista**

9.5

9.57

**Shareworks by Morgan Stanley**

8.5

8.521

Has the product been a good partner in doing business?

**Eqvista**
Not enough data

**Shareworks by Morgan Stanley**

8.5

8.510

Product Direction (% positive)

**Eqvista**

10.0

10.07

**Shareworks by Morgan Stanley**

5.6

5.624

**Features**
ratings from reviews

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

8.5

6

7.6

16

Platform Basics

Reporting

8.6(won by 0.8)

6

 (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

8.1(won by 0.8)

6

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

7.3

15

Platform Search

8.3(won by 0.7)

6

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

7.6

14

Dashboard

9.2(won by 0.9)

6

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

8.3

15

Activity Dashboard

Not enough data

Not enough data

Platform Content

File Sharing

8.1(won by 1.2)

6

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

6.9

12

Platform Additional Functionality

Cap Table

8.3(won by 1.0)

6

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

7.3

10

409a

8.6(won by 1.4)

6

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

7.2

9

Public Equity

8.6(won by 0.1)

6

8.5

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 2 feature categories with incomplete 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

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

Cap Table

Not enough data

Not enough data

Equity Compensation

Not enough data

Not enough data

Workflows

Not enough data

Not enough data

Compliance - Stock Plan Administration

Tax

Not enough data

Not enough data

Security

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

User Insights

Reviewers' Company Size

[![Eqvista](https://images.g2crowd.com/uploads/product/hd_favicon/67795010db0c4314928c2176503a4f9e/eqvista.svg "Eqvista")](https://www.g2.com/products/eqvista/reviews)

Eqvista

Small-Business(50 or fewer emp.)

77.8%

Mid-Market(51-1000 emp.)

22.2%

Enterprise(\> 1000 emp.)

0%

[![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.)

77.8%

21.9%

Mid-Market

(51-1000 emp.)

22.2%

40.6%

Enterprise

(\> 1000 emp.)

0%

37.5%

Reviewers' Industry

[![Eqvista](https://images.g2crowd.com/uploads/product/hd_favicon/67795010db0c4314928c2176503a4f9e/eqvista.svg "Eqvista")](https://www.g2.com/products/eqvista/reviews)
Eqvista

Manufacturing

10.0%

Consulting

10.0%

Medical Devices

10.0%

Information Technology and Services

10.0%

Human Resources

10.0%

Other

50.0%

[![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%

Alternatives

**Eqvista 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)

 ![Pulley](https://images.g2crowd.com/uploads/product/hd_favicon/f006312fe437592fea355c815fb5637a/pulley-pulley.svg "Pulley")

[
Pulley
](/products/pulley-pulley/reviews)

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

[
Qapita
](/products/qapita/reviews)

 ![Remote](https://images.g2crowd.com/uploads/product/hd_favicon/be25cb23ea015ffd4345386325d99199/remote%282%29.svg "Remote")

[
Remote
](/products/remote/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)

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

[
Certent
](/products/certent/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)