Global Shares vs Shareworks
Global Shares
jpmorganworkplacesolutions.com
Shareworks
morganstanley.comSide by side
| Figure | Global Shares | Shareworks |
|---|---|---|
| Price from | $166.67/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Equity Compensation Management Software | 8.9 (#2) | 7.2 (#18) |
| Integrations | The REST-based API supports HRIS, tax, payroll and accounting integrations; listed partners include Deloitte, Standard Chartered, KPMG, SAP, ADP, Vanguard, T. Rowe Price, UKG and Workday. | Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday. |
| Purpose | The platform provides global employee stock plan administration and equity compensation management for private and public companies. | Shareworks is an equity compensation management platform for private and public companies. |
| Reporting | The platform offers business intelligence and financial reporting, including expense, disclosure, tax and EPS reporting. | The platform offers reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios. |
Plans
Global Shares
- StandardFree
- Premium$2,000 a year
- Custom$4,500 a year
- Custom enterprise offeringPriced on request
In their own words
Global Shares
Global Shares has no write-up on Specifiction yet; its figures are above.
Shareworks
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.