Link copied to clipboard # J.P.Morgan Workplace Solutions vs Shareworks by Morgan Stanley Comparison - What are their main differences? Share [ Export ](/compare/j-p-morgan-workplace-solutions/shareworks-by-morgan-stanley/export.csv) J.P.Morgan Workplace SolutionsShareworks by Morgan Stanley[+ Add Product](#) Reviews **J.P.Morgan Workplace Solutions** [ 4.8/5(164) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews#reviews) **Shareworks by Morgan Stanley** [ 3.8/5(32) ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews#reviews) Pricing **J.P.Morgan Workplace Solutions** No pricing available **Shareworks by Morgan Stanley** Free Trial No pricing available **Pricing Insights** from reviews Time to Implement **J.P.Morgan Workplace Solutions** 1 month Based on 84 responses **Shareworks by Morgan Stanley** Not enough reviews yet Return on Investment **J.P.Morgan Workplace Solutions** 7 months Based on 79 responses **Shareworks by Morgan Stanley** Not enough reviews yet Perceived Cost **J.P.Morgan Workplace Solutions** $$$$$ **Shareworks by Morgan Stanley** $$$$$ Average Discount **J.P.Morgan Workplace Solutions** 56% **Shareworks by Morgan Stanley** Not enough reviews yet ![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") ![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley") G2 offers free advice on this comparison. Chat with an expert How do we contact you? ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call Who do you want to talk with? ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human Pros & Cons **J.P.Morgan Workplace Solutions** [ Cap Table Management (14) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews?filters%5Bsentiment_snippet%5D=1602720&qs=pros-and-cons#reviews)[ Customer Support (14) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews?filters%5Bsentiment_snippet%5D=1602004&qs=pros-and-cons#reviews)[ Limited Features (2) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews?filters%5Bsentiment_snippet%5D=1601930&qs=pros-and-cons#reviews)[ Onboarding Issues (2) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews?filters%5Bsentiment_snippet%5D=1601964&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) Integrations **J.P.Morgan Workplace Solutions** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_db11aab8ccb63f5742949ab9955e36bf/google-analytics.png "Product Avatar Image") Google Analytics ](https://www.g2.com/products/google-analytics/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_033aa224b72b00b72e8860e4e6401efc/microsoft-excel.png "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7caad66b1c86da9baaf50e4fe2e07639/sap-cloud-erp-sap-s-4hana-cloud.png "Product Avatar Image") SAP Cloud ERP (SAP S/4HANA Cloud) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews)[ View all ](https://www.g2.com/products/j-p-morgan-workplace-solutions/integrations) **Shareworks by Morgan Stanley** Not enough data Screenshots **J.P.Morgan Workplace Solutions** ![J.P.Morgan Workplace Solutions 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/1218726/1.jpeg) **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 **J.P.Morgan Workplace Solutions** 9.3 9.3139 **Shareworks by Morgan Stanley** 8.1 8.124 Ease of Use **J.P.Morgan Workplace Solutions** 9.3 9.3143 **Shareworks by Morgan Stanley** 7.5 7.524 Ease of Setup **J.P.Morgan Workplace Solutions** 9.3 9.3135 **Shareworks by Morgan Stanley** 7.6 7.612 Ease of Admin **J.P.Morgan Workplace Solutions** 9.4 9.4109 **Shareworks by Morgan Stanley** 8.7 8.710 Quality of Support **J.P.Morgan Workplace Solutions** 9.9 9.9138 **Shareworks by Morgan Stanley** 8.5 8.521 Has the product been a good partner in doing business? **J.P.Morgan Workplace Solutions** 9.8 9.8109 **Shareworks by Morgan Stanley** 8.5 8.510 Product Direction (% positive) **J.P.Morgan Workplace Solutions** 9.7 9.7133 **Shareworks by Morgan Stanley** 5.6 5.624 Features Equity Management[Hide 43 FeaturesShow 43 Features](javascript:void(0);) 8.9 123 7.6 16 Platform Basics Reporting 9.2(won by 1.4) 109 (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 9.3(won by 2.0) 106 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 15 Dashboard 9.4(won by 1.1) 112 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 15 Platform Search Feature Not Available 7.6(won by default) 14 Activity Dashboard Not enough data Not enough data Platform Content File Sharing 9.0(won by 2.1) 98 (There is a greater than 0.5 difference between this product's rating and its competitors) 6.9 12 Platform Additional Functionality Cap Table 9.5(won by 2.2) 113 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.3 10 409a 8.3(won by 1.1) 83 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.2 9 Public Equity 9.2(won by 0.7) 97 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.5 10 Agentic AI - Equity Management Autonomous Task Execution 7.4(won by default) 14 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 Stock Plan Administration[Hide 11 FeaturesShow 11 Features](javascript:void(0);) 8.4 20 Not enough data Plan Management - Stock Plan Administration Document Management 8.9(won by default) 9 Not enough data Trading & Settlement 7.4(won by default) 7 Not enough data Equity Compensation 9.0(won by default) 14 Not enough data Cap Table 9.7(won by default) 11 Not enough data Workflows 8.5(won by default) 10 Not enough data Compliance - Stock Plan Administration Security 9.7(won by default) 10 Not enough data Tax 8.3(won by default) 10 Not enough data Employee Self-Service - Stock Plan Administration Documents 8.1(won by default) 9 Not enough data Education 6.9(won by default) 8 Not enough data Analytics & Data Management - Stock Plan Administration Integration 7.6(won by default) 11 Not enough data Reporting 7.9(won by default) 13 Not enough data Show 1 feature category 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 User Insights Reviewers' Company Size [![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")](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) J.P.Morgan Workplace Solutions Small-Business(50 or fewer emp.) 78.9% Mid-Market(51-1000 emp.) 12.4% Enterprise(\> 1000 emp.) 8.7% [![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.) 78.9% 21.9% Mid-Market (51-1000 emp.) 12.4% 40.6% Enterprise (\> 1000 emp.) 8.7% 37.5% Reviewers' Industry [![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")](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) J.P.Morgan Workplace Solutions Computer Software 15.6% Information Technology and Services 13.6% Financial Services 10.4% Biotechnology 8.4% Hospital & Health Care 5.2% Other 46.8% [![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 ## J.P.Morgan Workplace Solutions vs Shareworks by Morgan Stanley FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between Shareworks by Morgan Stanley vs J.P.Morgan Workplace Solutions? J.P.Morgan Workplace Solutions stands out for its higher reviewer satisfaction, especially in support and ease of setup, compared to Shareworks by Morgan Stanley. | [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | | --- | --- | | 3.8/5 (32 reviews) | 4.8/5 (161 reviews) | | Mid-Market | Small-Business | | 7.6 | 9.3 | | 8.5 | 9.9 | | — | Cap Table Management (14 all-time mentions) | ### How do the pricing models of Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions compare? J.P.Morgan Workplace Solutions is rated higher for value, with reviewers expressing greater satisfaction with its pricing and cost-effectiveness. - **Shareworks by Morgan Stanley:** Reviewers note that the commission charged can be high and express mixed satisfaction with value. - **J.P.Morgan Workplace Solutions:** In recent reviews, many small business and startup users highlight the platform as cost-effective, with several citing its free tier for up to 40 stakeholders as a major advantage. - **Switching reasons:** Recent reviewers mention switching from Carta to J.P.Morgan Workplace Solutions for better pricing and comparable features. ### What are the best alternatives to Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions? The top 3 alternatives to Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions are Certent, Carta Equity Suite, 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 | — | — | | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5 (161 reviews) | Small-Business | Free for up to 40 stakeholders, praised as cost-effective | Cap Table Management (14 all-time mentions) | | [Certent](https://www.g2.com/products/certent/reviews) | 4.4/5 (117 reviews) | Mid-Market | — | Robust reporting and compliance | | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.3/5 (233 reviews) | Mid-Market | — | Comprehensive equity management | | [Ledgy](https://www.g2.com/products/ledgy/reviews) | 4.7/5 (76 reviews) | Mid-Market | — | Intuitive interface and scenario modeling | ### Which Equity Management features should I prioritize when comparing Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions? Buyers should prioritize Cap Table Management, Ease of Use, Onboarding Process, Scenario Modeling, and Customer Support when comparing Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions. - **Cap Table Management:** J.P.Morgan Workplace Solutions: 14 all-time mentions; Shareworks by Morgan Stanley: mentioned in recent reviews for cap table and equity tracking. - **Ease of Use:** J.P.Morgan Workplace Solutions: 12 all-time mentions, score 9.3; Shareworks by Morgan Stanley: score 7.5. - **Onboarding Process:** J.P.Morgan Workplace Solutions: 12 all-time mentions; Shareworks by Morgan Stanley: positive onboarding noted in select reviews. - **Scenario Modeling:** J.P.Morgan Workplace Solutions: 5 all-time mentions; Shareworks by Morgan Stanley: scenario modeling not highlighted. - **Customer Support:** J.P.Morgan Workplace Solutions: 14 all-time mentions, score 9.9; Shareworks by Morgan Stanley: score 8.5. ### What are the pros and cons of Shareworks by Morgan Stanley vs J.P.Morgan Workplace Solutions? J.P.Morgan Workplace Solutions is strongest in cap table management and customer support, while Shareworks by Morgan Stanley is noted for robust reporting but faces usability trade-offs. - **Shareworks by Morgan Stanley strengths:** Robust reporting and cap table management, clear record of vestings, multi-currency support, and integration with employer equity programs. - **Shareworks by Morgan Stanley trade-offs:** Reviewers cite a crowded or confusing interface, slow performance, lack of notifications for tax documents, and challenges with customer support and onboarding. - **J.P.Morgan Workplace Solutions strengths:** Cap table management (14 all-time mentions), customer support (14 all-time mentions), ease of use (12 all-time mentions), onboarding process (12 all-time mentions), scenario modeling (5 all-time mentions), and strong compliance and reporting features. - **J.P.Morgan Workplace Solutions trade-offs:** Some reviewers mention a rigid or enterprise-style user experience, mobile app limitations, and a learning curve for new users, as well as occasional slow report generation and limited third-party integrations. ### Is Shareworks by Morgan Stanley or J.P.Morgan Workplace Solutions better for small businesses? J.P.Morgan Workplace Solutions is the better fit for small businesses, with the largest reviewer segment and strong small-business sentiment. - **Shareworks by Morgan Stanley:** Largest segment is Mid-Market; reviewers note it is suitable for private companies but cite onboarding and usability challenges for smaller teams. - **J.P.Morgan Workplace Solutions:** Largest segment is Small-Business; reviewers consistently highlight its affordability, intuitive onboarding, and strong support for startups and early-stage companies. ### Which Equity Management platform has better integrations? J.P.Morgan Workplace Solutions is favored for integrations, with reviewers citing direct API integrations with HR systems and automated data syncing. - **Shareworks by Morgan Stanley:** No recent reviewer-cited integrations. - **J.P.Morgan Workplace Solutions:** Recent reviews highlight direct API integrations with internal HR systems, automating data reconciliation and ensuring cap table accuracy. ### How do Shareworks by Morgan Stanley and J.P.Morgan Workplace Solutions compare on customer support? J.P.Morgan Workplace Solutions leads on Quality of Support by a significant margin, with a 9.9 score versus Shareworks by Morgan Stanley's 8.5. - **Shareworks by Morgan Stanley:** Reviewers describe support as generally responsive, with some citing challenges reaching support and a desire for better help resources. - **J.P.Morgan Workplace Solutions:** Reviewers consistently praise the support team for responsiveness, onboarding assistance, and professionalism, with 14 all-time mentions for customer support. ### Which is easier to implement, Shareworks by Morgan Stanley or J.P.Morgan Workplace Solutions? J.P.Morgan Workplace Solutions is easier to implement, with a 9.3 Ease of Setup score compared to Shareworks by Morgan Stanley's 7.6. - **Shareworks by Morgan Stanley:** Reviewers report a mixed onboarding experience, with some finding setup smooth and others citing confusion and the need for support tickets. - **J.P.Morgan Workplace Solutions:** Reviewers consistently highlight straightforward onboarding, clear instructions, and dedicated support, with many citing a quick and efficient setup process. ### Which product has better Cap Table? J.P.Morgan Workplace Solutions is the stronger choice for Cap Table management, with more reviewer-cited strengths and higher satisfaction scores. - **Shareworks by Morgan Stanley:** Cap table management mentioned in recent reviews; Ease of Use score 7.5; no all-time cap table management mention count. - **J.P.Morgan Workplace Solutions:** Cap Table Management cited in 14 all-time mentions; Ease of Use score 9.3; reviewers highlight scenario modeling, transparency, and ease of exporting cap tables. 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