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SPECIFICTION
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Shareworks

morganstanley.com

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Spec score 7.2 #17 of 29 in Equity Compensation Management Software

What it is

Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.

Spec sheet

Purpose
Shareworks is an equity compensation management platform for private and public companies.Read 10 Oct 2026 · morganstanley.com
Product
Shareworks is an integrated equity compensation management platform for private and public companies.Read 11 Oct 2026 · morganstanley.com
Integrations
Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday.Read 11 Oct 2026 · morganstanley.com
Security
Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features.Read 11 Oct 2026 · morganstanley.com
Support
Plan administrators are directed to contact their Relationship Manager for support.Read 11 Oct 2026 · morganstanley.com
Headquarters
Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036.Read 11 Oct 2026 · morganstanley.com
Account requirement
A Shareworks account is required to use the mobile app.Read 10 Oct 2026 · apps.apple.com
App security
The iPhone app listing says sign-in supports Face ID or Touch ID, communications are encrypted, and financial data is not stored on the device.Read 11 Oct 2026 · apps.apple.com
Company founded
Morgan Stanley says it was founded in 1935.Read 11 Oct 2026 · morganstanley.com
Compliance events
Reporting tools cover events including 409A valuations and Section 16 filings.Read 11 Oct 2026 · morganstanley.com
Global plans
Administrators can create custom global plans using the platform.Read 11 Oct 2026 · morganstanley.com
HRIS data
Shareworks supports real-time data sharing via API from HRIS systems.Read 11 Oct 2026 · morganstanley.com
Mobile app
The Shareworks iPhone app lets account holders view portfolios and events, sell or transfer shares, and exercise options; a Shareworks account is required.Read 11 Oct 2026 · apps.apple.com
Mobile security
The iOS app says it uses Face ID or Touch ID, encrypts communications, and does not store financial data on the device.Read 10 Oct 2026 · apps.apple.com
Plan administration
Administrators can create custom global plans and use reporting tools, including a sandbox for modeling, budgeting, and comparing forecasts.Read 10 Oct 2026 · morganstanley.com
Private company features
Shareworks can track corporate capitalization data for private companies.Read 10 Oct 2026 · morganstanley.com
Provider
Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, which are wholly owned subsidiaries of Morgan Stanley.Read 10 Oct 2026 · morganstanley.com
Reporting
The platform offers reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios.Read 11 Oct 2026 · morganstanley.com
Service provider
Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, wholly owned subsidiaries of Morgan Stanley.Read 11 Oct 2026 · morganstanley.com

Plans and prices

Shareworks Priced on request Pricing not stated on the product page Read 11 Oct 2026 · morganstanley.com

Every Shareworks plan and price →

Strong points and limits

Strong points

  • Custom global plans for administrators
  • Sandbox for modeling and forecast comparisons
  • Real-time HRIS data sharing via API
  • Mobile app supports share and option transactions

Limits

  • Pricing is available on request
  • Mobile app requires a Shareworks account

Who it suits

Shareworks suits private and public companies administering equity plans, including teams that need custom global plans, HRIS data sharing, and compliance-event reporting. Account holders can also manage shares and options through the mobile app.

Verdict

Shareworks brings equity plan administration, reporting, and account-holder transactions into one platform. Organizations should request pricing and confirm that its plan and integration capabilities suit their needs.

Where Specifiction places it

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