# Qapita vs Shareworks by Morgan Stanley Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Qapita excels in user support, with many users praising the team's responsiveness and helpfulness during the implementation process. One user specifically highlighted the assistance from team members, making the transition to the platform smooth and efficient.
- **Users say** that Shareworks by Morgan Stanley provides valuable real-time insights into stock values, which is particularly beneficial for new users. They appreciate features like tracking future vestings and support for multiple currencies, although some find the overall user experience less intuitive compared to Qapita.
- **Reviewers mention** that Qapita stands out for its reporting capabilities, allowing users to generate customized reports tailored to their specific needs. This feature has been highlighted as a significant advantage, providing a comprehensive overview of grants, vesting, and exercises in a single summary file.
- **According to verified reviews** , Shareworks has a solid foundation for managing equity but faces challenges in ease of use and setup. Users have noted that while it offers essential features, the interface can be less user-friendly, making it harder for some to navigate effectively.
- **Users appreciate** the overall quality of support from Qapita, with many noting the team's dedication to ensuring a successful go-live experience. This level of support contributes to a higher satisfaction rate among users, as they feel well-supported throughout their journey.
- **G2 reviewers highlight** that while Shareworks offers useful features for tracking stock ownership, it may not meet the diverse needs of all users as effectively as Qapita. The latter's higher ratings in usability and admin ease suggest a more streamlined experience for day-to-day operations.



| | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 319 | 32 | 
| **Largest Market Segment** | Mid-Market (48.9% of reviews) | Mid-Market (40.6% of reviews) | 
| **Entry Level Price** | Contact Us | No pricing available | 

---
## Top Pros & Cons

### Qapita

Pros:
- Ease of Use (37 reviews)
- Customer Support (32 reviews)

Cons:
- Limited Customization (9 reviews)
- Technical Issues (9 reviews)

### Shareworks by Morgan Stanley


Cons:
- Lack of Mobile Accessibility (1 reviews)
- UX Improvement (1 reviews)

---
## Ratings Comparison
| Rating | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
  | **Meets Requirements** | 8.9 (294 reviews) | 8.1 (24 reviews) | 
  | **Ease of Use** | 9.1 (299 reviews) | 7.5 (24 reviews) | 
  | **Ease of Setup** | 8.8 (240 reviews) | 7.6 (12 reviews) | 
  | **Ease of Admin** | 9.0 (213 reviews) | 8.7 (10 reviews) | 
  | **Quality of Support** | 9.4 (291 reviews) | 8.5 (21 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (212 reviews) | 8.5 (10 reviews) | 
  | **Product Direction (% positive)** | 9.7 (296 reviews) | 5.6 (24 reviews) | 

---
## Pricing

### Qapita

#### Entry-Level Pricing

Plan: Growth

Price: Contact Us

Description: Your business is scaling up and expanding and starting to face more regulatory complexity. Recommended for: Series B+ startups & scaleups.

Key Features:
- All the Starter Features and...
- Employee Transactions
- Share Valuation Report

[Browse all 5 editions](https://www.g2.com/products/qapita/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 |
|---|---|---|
| **Qapita** | 8.5/10 | 266 |
| **Shareworks by Morgan Stanley** | 7.6/10 | 16 |

#### Platform Basics

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting** | 8.8 (232 reviews) | 7.8 (13 reviews) | 

#### Platform Data

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Visualization** | 8.9 (220 reviews) | 7.3 (15 reviews) | 
| **Platform Search** | 8.7 (215 reviews) | 7.6 (14 reviews) | 
| **Dashboard** | 8.9 (231 reviews) | 8.3 (15 reviews) | 

#### Platform Content

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **File Sharing** | 8.4 (207 reviews) | 6.9 (12 reviews) | 

#### Platform Additional Functionality

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Cap Table** | 8.8 (200 reviews) | 7.3 (10 reviews) | 
| **409a** | 8.2 (145 reviews) | 7.2 (9 reviews) | 
| **Equity Governance** | 8.9 (191 reviews) | 8.5 (10 reviews) | 

#### Agentic AI - Equity Management

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Autonomous Task Execution** | 7.2 (48 reviews) | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Qapita** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Investment Management

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Stock Plan Administration

| Product | Score | Reviews |
|---|---|---|
| **Qapita** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Plan Management - Stock Plan Administration

| Feature | Qapita | 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 | Qapita | 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 | Qapita | 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 | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Qapita** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Qapita | 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 Qapita (1):** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-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 | Qapita | Shareworks by Morgan Stanley | 
|---|---|---|
| **Small-Business** | 24.3% | 21.9% | 
| **Mid-Market** | 48.9% | 40.6% | 
| **Enterprise** | 26.8% | 37.5% | 

### By Industry

#### Qapita

- **Financial Services:** 16.7%
- **Information Technology and Services:** 16.1%
- **Computer Software:** 14.4%
- **Manufacturing:** 5.2%
- **Automotive:** 3.0%
- **Marketing and Advertising:** 2.6%
- **Banking:** 2.3%
- **Consumer Goods:** 2.0%
- **Food & Beverages:** 2.0%
- **Hospital & Health Care:** 2.0%
- **Other:** 33.8%

#### 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 Qapita

- [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)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (156 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4616 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 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)
- [Certent](https://www.g2.com/products/certent/reviews) — 4.4/5 stars (117 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (52 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 (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)
- [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 (4616 reviews)
- [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (52 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)

---
## Top Discussions

### Qapita

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/qapita-vs-shareworks-by-morgan-stanley)