[ Sharewo... Reviews ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) [ Sharewo... Reviews ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) # Shareworks by Morgan Stanley Features ##### ## Platform Basics (1) Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Platform Data (3) Visualization Contains tools to visalize data sets or workflows Platform Search Find important content or files using keywords, metadata, tags, etc. Dashboard Has a centralized dashboard for users to interact with Show More ##### ## Platform Content (1) File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Show More ##### ## Platform Additional Functionality (3) Cap Table Contains cap table management capabilities 409a Provides 409a valuation centered features Equity Governance Allows equity issuance and governance Show More ##### ## Plan Management - Stock Plan Administration (5) Document Management Manage documents and their stage in the plan administration workflow. Trading & Settlement Securely processes exercise requests, mangates tax withholdings, and syncs with brokerage firms Equity Compensation Manages how shares are awarded to employees and other stakeholders. Cap Table Defines cap tables to describe a company's ownership structure. Workflows Provides workflows to automate tasks such as exercising requests. Show More ##### ## Compliance - Stock Plan Administration (2) Security Enhances security through data encryption, access controls, secure storage, audit trails, two-factor authentication, and regular security updates. Tax Complies with tax rules across various local and international jurisdictions. Show More ##### ## Employee Self-Service - Stock Plan Administration (2) Documents Allows access to plan administration documents. Education Includes learning materials to support employees with finacial literacy. Show More ##### ## Analytics & Data Management - Stock Plan Administration (2) Integration Integrates with human resources software and financial managemen solutions. Reporting Automates various financial, compliance, and employee statements and reports. Show More ##### ## Agentic AI - Equity Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More [ ![Cake Equity](https://images.g2crowd.com/uploads/product/hd_favicon/0cb711e2812069881da92ce09b1f51cb/cake-equity.svg "Cake Equity") Sponsored Cake Equity 4.8/5 (130) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Certent Equity Management](https://images.g2crowd.com/uploads/product/hd_favicon/30cdad0f1ccfcb74fbf08e8be8ada42c/certent-equity-compensation-management.svg "Certent Equity Management") Certent Equity Management 4.4/5 (116) ](https://www.g2.com/products/certent-equity-management/reviews) [ ![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 4.8/5 (143) ](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) [ ![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg "Ledgy") Ledgy 4.7/5 (63) ](https://www.g2.com/products/ledgy/reviews) [ View All Alternatives ](https://www.g2.com/products/shareworks-by-morgan-stanley/competitors/alternatives) Shareworks by Morgan Stanley Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.4/5 (232) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-shareworks-by-morgan-stanley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3b0b023d5bb3e7ccb8447a56a7ef6137/certent-equity-compensation-management.png "Product Avatar Image") Certent Equity Management 4.4/5 (117) [ Compare Now ](https://www.g2.com/compare/certent-equity-management-vs-shareworks-by-morgan-stanley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bc5cad8bca2133c4f9e97464d2693aea/j-p-morgan-workplace-solutions.jpg "Product Avatar Image") J.P.Morgan Workplace Solutions 4.8/5 (143) [ Compare Now ](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-shareworks-by-morgan-stanley) ##### Categories on G2 [ Equity Management ](https://www.g2.com/categories/equity-management)[ Stock Plan Administration ](https://www.g2.com/categories/stock-plan-administration) ##### Explore More [ What is the highest-rated equity management software most reliable by CFOs managing cap tables at scale? ](https://www.g2.com/discussions/what-is-the-highest-rated-equity-management-software-most-reliable-by-cfos-managing-cap-tables-at-scale)[ Highest-rated SAP store for efficient service apps ](https://www.g2.com/discussions/highest-rated-sap-store-for-efficient-service-apps)[ Best AI assistants for meeting scheduling and follow-ups ](https://www.g2.com/discussions/best-ai-assistants-for-meeting-scheduling-and-follow-ups) [ Which vendor provides the most secure note-taking platform? ](https://www.g2.com/discussions/which-vendor-provides-the-most-secure-note-taking-platform)[ Which incident response platform offers the fastest containment capabilities? ](https://www.g2.com/discussions/which-incident-response-platform-offers-the-fastest-containment-capabilities)[ Pros and Cons Details ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews?qs=pros-and-cons) Show More [ What is the highest-rated equity management software most reliable by CFOs managing cap tables at scale? ](https://www.g2.com/discussions/what-is-the-highest-rated-equity-management-software-most-reliable-by-cfos-managing-cap-tables-at-scale)[ Highest-rated SAP store for efficient service apps ](https://www.g2.com/discussions/highest-rated-sap-store-for-efficient-service-apps)[ Best AI assistants for meeting scheduling and follow-ups ](https://www.g2.com/discussions/best-ai-assistants-for-meeting-scheduling-and-follow-ups) [ Which vendor provides the most secure note-taking platform? ](https://www.g2.com/discussions/which-vendor-provides-the-most-secure-note-taking-platform)[ Which incident response platform offers the fastest containment capabilities? ](https://www.g2.com/discussions/which-incident-response-platform-offers-the-fastest-containment-capabilities)[ Pros and Cons Details ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews?qs=pros-and-cons)