# Carta Equity Suite vs Shareworks by Morgan Stanley Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Carta excels in providing a user-friendly interface, making it easy for teams to navigate and manage equity, cap tables, and employee option grants all in one place. Users appreciate the clean UI and the speed at which they can issue grants and track vesting.
- **Users say** Shareworks by Morgan Stanley offers valuable real-time insights into stock values, which is particularly beneficial for new users. They highlight features like clear records of future vestings and support for multiple currencies, enhancing the overall user experience.
- **According to verified reviews** , Carta stands out for its integration capabilities with HRIS platforms, allowing for seamless access to data related to equity ownership and compensation packages. This integration is seen as a significant advantage for leadership and finance teams.
- **Reviewers mention** that while Shareworks provides a solid overview of stock ownership and options, it sometimes struggles with matching specific workflow needs, leading to configuration challenges for some users.
- **G2 reviewers highlight** that both platforms receive positive feedback for their support quality, but Shareworks has a slight edge in this area, with users noting that they feel well-supported in their equity management processes.
- **Users report** that Carta's reporting and visualization features are particularly strong, with many finding the tools effective for maintaining accurate ownership records and providing a reliable source of truth for equity ownership, which is critical for decision-making.



| | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 3.8 out of 5 | 
| **Total Reviews** | 232 | 32 | 
| **Largest Market Segment** | Mid-Market (49.1% of reviews) | Mid-Market (40.6% of reviews) | 
| **Entry Level Price** | Free 25 Stakeholders Per Year | No pricing available | 

---
## Top Pros & Cons

### Carta Equity Suite

Pros:
- Ease of Use (27 reviews)
- Equity Management (26 reviews)

Cons:
- Expensive (12 reviews)
- Onboarding Issues (9 reviews)

### Shareworks by Morgan Stanley


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

---
## Ratings Comparison
| Rating | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
  | **Meets Requirements** | 8.7 (171 reviews) | 8.1 (24 reviews) | 
  | **Ease of Use** | 8.6 (184 reviews) | 7.5 (24 reviews) | 
  | **Ease of Setup** | 7.9 (139 reviews) | 7.6 (12 reviews) | 
  | **Ease of Admin** | 8.4 (106 reviews) | 8.7 (10 reviews) | 
  | **Quality of Support** | 8.2 (150 reviews) | 8.5 (21 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (100 reviews) | 8.5 (10 reviews) | 
  | **Product Direction (% positive)** | 7.9 (163 reviews) | 5.6 (24 reviews) | 

---
## Pricing

### Carta Equity Suite

#### Entry-Level Pricing

Plan: Carta Launch

Price: Free 25 Stakeholders Per Year

Description: Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/

Key Features:
- Cap table management
- Securities issuance
- Exercising and repurchasing

[Browse all 4 editions](https://www.g2.com/products/carta-equity-suite/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 |
|---|---|---|
| **Carta Equity Suite** | 8.3/10 | 127 |
| **Shareworks by Morgan Stanley** | 7.6/10 | 16 |

#### Platform Basics

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting** | 8.2 (108 reviews) | 7.8 (13 reviews) | 

#### Platform Data

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Visualization** | 8.3 (115 reviews) | 7.3 (15 reviews) | 
| **Platform Search** | 8.0 (106 reviews) | 7.6 (14 reviews) | 
| **Dashboard** | 8.6 (117 reviews) | 8.3 (15 reviews) | 

#### Platform Content

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **File Sharing** | 8.1 (90 reviews) | 6.9 (12 reviews) | 

#### Platform Additional Functionality

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Cap Table** | 8.9 (110 reviews) | 7.3 (10 reviews) | 
| **409a** | 8.7 (88 reviews) | 7.2 (9 reviews) | 
| **Equity Governance** | 8.7 (97 reviews) | 8.5 (10 reviews) | 

#### Agentic AI - Equity Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (26 reviews) | Not enough data | 

### Compensation Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Platform

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reward Structuring** | Not enough data | Not enough data | 
| **Event Management** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Performance Management Integration** | Not enough data | Not enough data | 
| **Embedded Analytics** | Not enough data | Not enough data | 
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Compensation Data Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 

#### Benchmarking and Equity - Compensation Management

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Benchmarking Data** | Not enough data | Not enough data | 
| **Pay Equity** | Not enough data | Not enough data | 
| **Salary Bands** | Not enough data | Not enough data | 

#### Platform

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Performance** | Not enough data | Not enough data | 
| **Mobility** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Investment Management

| Feature | Carta Equity Suite | 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 | Carta Equity Suite | 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 | Carta Equity Suite | 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 | 

### Talent Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Generative AI

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Salary Benchmarking

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Core Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Industry Benchmarking** | Not enough data | Not enough data | 
| **Hierarchy** | Not enough data | Not enough data | 

#### Auditing -  Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Accuracy** | Not enough data | Not enough data | 

#### Advanced Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Structure** | Not enough data | Not enough data | 
| **Offer Letter** | Not enough data | Not enough data | 
| **Salary Survey** | Not enough data | Not enough data | 
| **Equity** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

### Compensation Planning

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Platform - Compensation Planning

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Compensation Budgeting** | Not enough data | Not enough data | 
| **Merit Cycle Planning** | Not enough data | Not enough data | 
| **Pay Transparency** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Reward Structuring** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 

#### Additional Features - Compensation Planning

| Feature | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

### Stock Plan Administration

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Plan Management - Stock Plan Administration

| Feature | Carta Equity Suite | 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 | Carta Equity Suite | 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 | Carta Equity Suite | 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 | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Shareworks by Morgan Stanley** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Carta Equity Suite | 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 Carta Equity Suite (4):** [Compensation Planning Software](https://www.g2.com/categories/compensation-planning), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Compensation Management Software](https://www.g2.com/categories/compensation-management), [Salary Benchmarking Software](https://www.g2.com/categories/salary-benchmarking)

**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 | Carta Equity Suite | Shareworks by Morgan Stanley | 
|---|---|---|
| **Small-Business** | 45.2% | 21.9% | 
| **Mid-Market** | 49.1% | 40.6% | 
| **Enterprise** | 5.7% | 37.5% | 

### By Industry

#### Carta Equity Suite

- **Computer Software:** 31.1%
- **Financial Services:** 12.3%
- **Information Technology and Services:** 8.8%
- **Internet:** 5.3%
- **Accounting:** 4.8%
- **Computer & Network Security:** 3.1%
- **Biotechnology:** 2.6%
- **Hospital & Health Care:** 2.2%
- **Marketing and Advertising:** 1.8%
- **Automotive:** 1.3%
- **Other:** 26.8%

#### 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 Carta Equity Suite

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (142 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews)
- [Salary.com](https://www.g2.com/products/salary-com-salary-com/reviews) — 4.4/5 stars (1022 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2205 reviews)
- [Payfactors](https://www.g2.com/products/payfactors/reviews) — 4.3/5 stars (718 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4158 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 (142 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 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 (313 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4158 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 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)
- [Eqvista](https://www.g2.com/products/eqvista/reviews) — 5.0/5 stars (183 reviews)

---
## Top Discussions

### Carta Equity Suite

- Title: [How much does Carta cost?](https://www.g2.com/discussions/pricing-341d6925-e7fb-45cb-b809-15b4448e29f0) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it..."
- Title: [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) — 1 comment
  > **Top comment:** "The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying..."
- Title: [What was your experience during the public listing event (IPO)? Any issues with the platform?](https://www.g2.com/discussions/what-was-your-experience-during-the-public-listing-event-ipo-any-issues-with-the-platform) — 1 comment, 1 upvote
  > **Top comment:** "No issues whatsoever."

### Shareworks by Morgan Stanley

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/carta-equity-suite-vs-shareworks-by-morgan-stanley)