EQUITY SOLUTIONS
PUBLIC COMPANIES

Financial Reporting

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

Trust Your Numbers

 Our reporting solution is designed to deliver audit-ready reporting making this part of equity compensation management simpler for your teams.

Meet Your Financial Reporting Source of Truth

We bring it all together to help you manage your financial reporting with speed and efficiency.

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 all in one report.
Customizable Reporting Templates
Adapt reports to your organization to keep pace with change and meet your team’s unique needs.
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.

Smart, Simple, Streamlined

Our technology helps to simplify the complexities of financial reporting for your equity compensation plans.

  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. Greater Accounting Clarity

    Clarify your numbers and create an audit trail. Even make adjustments after a period and true-up the following quarter with convenient expense snapshot feature.

  3. Fewer Unanswered Questions

    In-application expense scenarios help you confidently answer important “what if?” questions as they arise.

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.

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.

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.

 

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice.  You should always consult with and rely on your own legal and/or tax advisors.

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 5669723  05/2023

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