EQUITY SOLUTIONS
PRIVATE COMPANIES

Equity Administration

Get 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.

Unify Your Data, Simplify Stock Plan Management

Your company has evolving needs, and that includes how you manage equity. Open the door to better-informed decision-making by uniting key stock plan information on a single, cloud-based platform. 

Powerful Features, Seamless Integration

Leading-edge technology meets global capabilities with one goal: to help your equity teams work with more clarity and deliver meaningful ownership at every stage.

Worry-Free Integration
Our API automates data imports from a wide range of third-party systems to help you get up and running with minimal downtime or manual entry.
Easier Collaboration
Streamline plan management and remove inefficient, linear processes by giving your departments access to real-time data.
Scenario Modeling
Inform every decision with a “sandbox” test site, which lets you model new grants, budget expenses and compare forecasting scenarios with total clarity.
Ready for Growth
Track tax rates and rules across jurisdictions, so you can prorate compensation and withholdings as your organization expands.
Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

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.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

 CRC 5631936 4/2023

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