Our Solutions
From startups to global public companies and beyond, our team delivers equity solutions tailored to the unique needs of the modern workplace.
PRIVATE COMPANY

Grow with confidence and build a culture of excellence with solutions tailored to private companies.

Private Company
PUBLIC COMPANY

Help build the financial well-being of your employees, whether you’re newly public, growing globally or evolving your benefit offering.

Public Company
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EQUITY SOLUTIONS

Public Companies

Whether you’re newly public, expanding globally or looking to evolve your equity compensation management offering, we’re ready to help you with your end-to-end equity compensation solutions.

Engaging Equity for the Global Organisation

We provide cutting-edge share plan solutions that help streamline equity compensation management and provide audit-ready reporting and insights, alongside customisable participant experiences to engage your employees.

Manage Effortlessly

Modern tools and real-time data help streamline your plan management workflow to enable easier monitoring, reporting and equity compensation.

Navigate Complexity

Flexible reporting and filing capabilities that help support your management of complex, global plans.

Support Your Needs

Guidance for plan administrators and participants alike helps you deliver an engaging experience at every stage.

Services and Solutions for Public Companies

From IPO to global organisation, we’re ready to help you deliver an equity compensation experience that sets you apart.

Equity Administration

Streamline your share plan administration with our next-generation technology, so you can get trusted data and real-time reporting.

Financial Reporting

Achieve audit-readiness in real-time with scalable financial reporting tools.

Global Intelligence

Transform the way you approach and manage your global share plans while helping to navigate tax and legal complexities.

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.

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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.

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