EQUITY SOLUTIONS

Private Companies

Private companies face challenges that require specialised solutions. Grow with confidence and build a culture of shared ownership through equity.

Accessible, Flexible and Fully Transparent

Our cloud-based solutions allow your company to communicate with clarity and ease, providing improved accuracy, streamlined collaboration and confident decision-making.

Organisation For Your Organisation
Easily manage your equity compensation structure and cap table in one place
Greater Transparency
Provide real-time information to shareholders, employees and auditors with reporting solutions that keep everyone aligned.
Dedicated Support
Our deep market knowledge and expertise can help your company make better-informed financial decisions.

Unique Needs, Innovative Solutions

Provide clarity to investors and partners, share reports with ease and maintain your cap table as your company grows. Our equity solutions are flexible, scalable and designed to help private companies at every stage.

Cap Table Management
Simplify cap table management and provide a unified, real-time view for stakeholders with an intuitive digital solution.
Equity Plan Administration
Have the flexibility and technology you need to get equity right from the start with trusted data, real-time reporting and a single source of plan information.
Financial Reporting
Get complete reporting freedom with real-time, audit-ready accuracy—so private companies can work smarter..
Global Intelligence
Transform the way you approach and manage your global share plans while helping to navigate tax and legal complexities.
Liquidity Events
Access tailored solutions and support to run liquidity events with confidence and help build a culture of ownership.
409A Valuation Services
Work with an experienced 409A Valuation provider to help manage compliance and receive audit-ready valuations you can trust.

Explore Our Platform Editions

Browse all platform editions and see what we offer to startups, small businesses, enterprises and more.

Download PDF
Schedule a Demo
Tell us a bit about your workplace and a member of our team will reach out to discuss your unique needs.

Share Plan App for Employees

Give your mobile, remote and on-the-go employees the ability to access their accounts anytime from anywhere. With one simple sign-on, the web and mobile app provides your participants with a clear, consolidated picture of their equity awards no matter where their work takes them.

Download on App Store Download on Google Play

Want to talk with our team? Learn how we can tailor an equity solution to your employees and business.

GET IN TOUCH

Disclosures

Check the background of our Firm and investment professionals on FINRA's BrokerCheck.

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES

This material is provided for informational purposes only and does not provide individually tailored investment or financial advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Information and data contained herein is from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of the information or data from sources outside of Morgan Stanley. Past performance is not indicative or a guarantee of future results.

Shareworks, Global Intelligence and all product and service marks and logos are trademarks of Solium Capital ULC.  THIS INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE LEGAL OR TAX ADVICE.  You should always consult with and rely on your own legal and/or tax advisor(s) as Shareworks does not provide legal or tax advice and the information is not tailored to the specific situations of your company or your employees.  The information is sourced from third parties, may not be current and is subject to change without notice.  Shareworks makes no representations or warranties concerning the accuracy, completeness or timeliness of the information and is not implying an affiliation, sponsorship or endorsement with/of any third parties or views expressed by such parties.  Any views expressed in the information are solely those of the third-party source.  Shareworks shall have no liability arising out of, or in connection with, the information, including any loss caused by use of, or reliance on, the information.  All information made available by Shareworks is subject to the terms of the written agreement entered into between Shareworks and your company.

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with A Morgan Stanley Financial Advisor to understand these differences or visit our web site at https://www.morganstanley.com/wealth- relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.

Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. Companies paying dividends can reduce or stop payouts at any time.

Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Employee share plan solutions offered by E*TRADE Corporate Services, Inc., are part of the Morgan Stanley at Work solutions.

Securities products and services are offered by E*TRADE Securities LLC, Member SIPC.

In connection with share plan solutions offered by Morgan Stanley Smith Barney LLC and E*TRADE Corporate Services, Inc., E*TRADE Securities LLC provides brokerage services to share plan participants.

E*TRADE Securities LLC is an affiliated subsidiary of Morgan Stanley.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services by any person or entity in any jurisdiction 
or country where such distribution or use would be contrary to law or regulation.

The laws, regulations and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal accounting or tax advice. Always consult your own legal, accounting and tax advisors.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley Smith Barney LLC (“Morgan Stanley”) of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and/or its affiliates, all wholly owned subsidiaries of Morgan Stanley.

©2021 Morgan Stanley Smith Barney LLC. Member SIPC.

View Disclosures Hide Disclosures