EQUITY SOLUTIONS
PRIVATE COMPANIES

Financial Reporting

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

Greater Transparency, Greater Confidence

Maintain data integrity for yourself, regulators, auditors and tax authorities—all in one place. Consolidate expense mobility, corporate tax and more into a single report for better-informed decision-making that’s just a few clicks away.

Made to Evolve With You

Your company is in constant motion—now your financial reporting can keep pace. No matter your company’s stage of growth, we provide the power, flexibility and clarity to help you ensure your numbers are updated at every step.

Instant, Real-Time Reporting
Don’t rely on last week’s—or even the last hour’s—data. Run to-the-minute reports when you need them with a single click.
Aggregated View of Expenses
Get a detailed view of your organization’s equity compensation related expenses, in one report.
Customizable Reporting Templates
Adapt reports to your organization to keep pace with change and meet your team’s ever-evolving needs.

Complex, Made Simple

Better understand your equity offering and reduce accounting complexity, so you can deliver rewards to your employees.

  1. Easier Allocation and Tracking

    For both share and cost-settled awards, track and prorate any expense to any cost center in real time. 

  2. Secure Data Record

    Clarify your numbers and create an audit trail—even make adjustments after a period with the expense snapshot feature.

  3. Real-Time Modeling and Insights

    Model different expense scenarios in-app to help answer important questions as they arise.

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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