---
title: Shareworks Reviews
meta_title: 'Shareworks Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Shareworks works for a business like yours.
date_modified: '2026-08-26'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Shareworks Reviews
**Vendor:** Morgan Stanley Smith Barney  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)





- [View Shareworks pricing details and edition comparison](https://www.g2.com/products/shareworks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-04+18%3A09%3A39+-0500&secure%5Bsession_id%5D=354e86cd-5006-4855-99a3-89e770e6f61f&secure%5Btoken%5D=0aa9433a47666fa34617ecf272ee47bbeae4c7a27b3b2b4b1068fc747218cdc7&format=llm_user)

## Shareworks Features
**Platform Basics**
- Reporting
- Investor Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard
- Activity Dashboard

**Platform Content**
- File Sharing

**Platform Additional Functionality**
- Cap Table
- 409a
- Public Equity

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

## Top Shareworks Alternatives
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