Shareworks

Morgan Stanley equity compensation management platform

Product Overview

Shareworks by Morgan Stanley is a comprehensive, cloud-based equity management platform designed to simplify and automate equity administration for companies of all sizes. It enables organizations to manage various equity plans, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs), while ensuring global tax compliance and financial reporting.

Features

  • Equity Plan Management
  • Global Compliance
  • Participant Portal
  • Financial Reporting
  • Grant Management
  • Vesting Schedules
  • Expense Accounting
  • Tax Management
  • Mobile Access
  • Document Management
  • Transaction Processing
  • Performance Tracking
  • Customizable Dashboards
  • Data Import/Export
  • Audit Trail
  • Employee Communication
  • Integration with Payroll
  • Multi-Currency Support

Funding History

Undisclosed

Undisclosed

February 2019

Morgan Stanley

Company Details

Headquarters
🇨🇦 Calgary, Canada
Founded
1999
Type
Legal Tech Vendor
Funding Stage
Acquired
Investors
Morgan Stanley
Pricing
Custom
Deployment
Cloud