EQUITY SOLUTIONS

Equity Edge Online

Take stock plan administration to new heights with our integrated, cloud-based equity platform.

Unlock the Opportunity in Your Equity

Our team is here to help your company build a culture of ownership where every employee can thrive. Let’s make equity do more for your employees so they can bring their best to work every day.

Comprehensive Stock Plan Tools and Features

Get total control over your stock plan with accounting, recordkeeping and administration support.

  1. 01
    Intuitive Digital Platform

    Give plan administrators modern, integrated tools to streamline their day-to-day.

    •  Leverage an API platform for easy integration with other third-party applications such as HR and payroll systems.
    • Automatically perform platform upgrades without reliance on your technology teams.
    • Help secure your participants’ accounts with our comprehensive security features.

  2. 02
    Automated Administrative Support

    Ease the administrative burden so your team can get the most out of your equity plan.

    • Turnkey automation simplifies a range of plan-related tasks, streamlining daily management.
    • On-demand sandbox environment reduces guesswork by simulating administrator processes and participant action.

  3. 03
    Customized Reporting

    Discover a range of features trusted by nearly 1,000 companies to produce audit-ready financial results.

    • Use built-in audit and access controls across key stakeholders.
    • Utilize pre-defined reports or easily customize your own.
    • Manage your unique business needs for complex regulatory requirements, including SOC I and II, FAS 123R, and ASC 718.

Explore Our Equity Solutions

We deliver equity compensation solutions for public and private companies at all stages of maturity. Explore our offerings and see how we can help build a culture of ownership in your workplace.

View solutions for:
PUBLIC COMPANIES PRIVATE COMPANIES

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

Throughout 2023, ETS and ETCM will be transitioning existing clients to MSSB. Learn more about this transition. 

Employee stock plan solutions are offered by Morgan Stanley at Work

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

In connection with stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants.

Equity Edge Online is a service mark of Morgan Stanley or its affiliates.

Securities products and services are offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.  

All entities are separate but affiliated subsidiaries of Morgan Stanley.

Content and services available to non-US participants may be different than those available to US participants.

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.

© 2023 Morgan Stanley. All rights reserved.

CRC 5669723  05/2023

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