# Fidelity Private Shares vs Shareworks by Morgan Stanley Comparison | | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Star Rating** | 4.8 out of 5 | 3.8 out of 5 | | **Total Reviews** | 33 | 32 | | **Largest Market Segment** | Small-Business (82.8% of reviews) | Mid-Market (40.6% of reviews) | | **Entry Level Price** | Free 25 stakeholders Per Year | No pricing available | --- ## Top Pros & Cons ### Fidelity Private Shares Pros: - Features (5 reviews) - Ease of Use (3 reviews) Cons: - UX Improvement (2 reviews) - Workflow Inefficiencies (2 reviews) ### Shareworks by Morgan Stanley Cons: - Lack of Mobile Accessibility (1 reviews) - UX Improvement (1 reviews) --- ## Ratings Comparison | Rating | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Meets Requirements** | 9.5 (22 reviews) | 8.1 (24 reviews) | | **Ease of Use** | 8.6 (22 reviews) | 7.5 (24 reviews) | | **Ease of Setup** | 9.1 (16 reviews) | 7.6 (12 reviews) | | **Ease of Admin** | 8.6 (17 reviews) | 8.7 (10 reviews) | | **Quality of Support** | 10.0 (22 reviews) | 8.5 (21 reviews) | | **Has the product been a good partner in doing business?** | 9.8 (17 reviews) | 8.5 (10 reviews) | | **Product Direction (% positive)** | 9.4 (18 reviews) | 5.6 (24 reviews) | --- ## Pricing ### Fidelity Private Shares #### Entry-Level Pricing Plan: Launch (Free) Price: Free 25 stakeholders Per Year Description: Up to 25 stakeholders and less than $1M raised <b>Get Started Here: www.fidelityprivateshares.com</b> Key Features: - Cap table management - Equity plan generation - Data room [Browse all 4 editions](https://www.g2.com/products/fidelity-private-shares/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 | |---|---|---| | **Fidelity Private Shares** | 8.7/10 | 14 | | **Shareworks by Morgan Stanley** | 7.6/10 | 16 | #### Platform Basics | Feature | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Reporting** | 8.8 (11 reviews) | 7.8 (13 reviews) | #### Platform Data | Feature | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Visualization** | 9.2 (11 reviews) | 7.3 (15 reviews) | | **Platform Search** | 8.1 (12 reviews) | 7.6 (14 reviews) | | **Dashboard** | 8.8 (11 reviews) | 8.3 (15 reviews) | #### Platform Content | Feature | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **File Sharing** | 7.7 (11 reviews) | 6.9 (12 reviews) | #### Platform Additional Functionality | Feature | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Cap Table** | 8.8 (12 reviews) | 7.3 (10 reviews) | | **409a** | 8.9 (9 reviews) | 7.2 (9 reviews) | | **Equity Governance** | 9.3 (9 reviews) | 8.5 (10 reviews) | #### Agentic AI - Equity Management | Feature | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Stock Plan Administration | Product | Score | Reviews | |---|---|---| | **Fidelity Private Shares** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Plan Management - Stock Plan Administration | Feature | Fidelity Private Shares | 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 | Fidelity Private Shares | 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 | Fidelity Private Shares | 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 | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Integration** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Fidelity Private Shares** | N/A | N/A | | **Shareworks by Morgan Stanley** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Fidelity Private Shares | 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 | Fidelity Private Shares | Shareworks by Morgan Stanley | |---|---|---| | **Small-Business** | 82.8% | 21.9% | | **Mid-Market** | 17.2% | 40.6% | | **Enterprise** | 0% | 37.5% | ### By Industry #### Fidelity Private Shares - **Computer Software:** 22.2% - **Biotechnology:** 11.1% - **Consumer Services:** 7.4% - **Information Technology and Services:** 7.4% - **Financial Services:** 7.4% - **Aviation & Aerospace:** 3.7% - **Consumer Goods:** 3.7% - **Electrical/Electronic Manufacturing:** 3.7% - **Facilities Services:** 3.7% - **Health, Wellness and Fitness:** 3.7% - **Other:** 25.9% #### 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 Fidelity Private Shares - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) — 4.3/5 stars (233 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (322 reviews) - [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4671 reviews) - [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews) - [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (156 reviews) - [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (131 reviews) - [Certent](https://www.g2.com/products/certent/reviews) — 4.4/5 stars (117 reviews) - [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (66 reviews) - [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews) ### Alternatives to Shareworks by Morgan Stanley - [Certent](https://www.g2.com/products/certent/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 (156 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (66 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 (322 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 (4671 reviews) - [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (55 reviews) - [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews) --- ## Top Discussions ### Fidelity Private Shares 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/fidelity-private-shares-vs-shareworks-by-morgan-stanley)