EQUITY SOLUTIONS

Shareworks

Meet an integrated equity compensation management platform designed for the unique needs of both private and public companies.
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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 Equity Tools and Features

When equity compensation gets complex, we keep things simple. Tackle the complexities of modern plans, from wrangling your data to keeping pace with regulations.

  1. 01
    Intuitive Digital Platform

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

    • Create custom, global plans with easy-to-use functionality.
    • Make use of our platform’s robust reporting capabilities, including a sandbox test site for modeling, budgeting, and comparing forecasting scenarios.
    • Achieve real-time, seamless data sharing via API from HRIS systems.

  2. 02
    Customized Reporting

    Help ensure accuracy and integrity with transparent, audit-ready reporting.

    • Work on a single source of truth to keep everyone in your organization informed.
    • Manage key reporting events for both private and public organizations including 409A Valuations, Section 16 filings and much more.

  3. 03
    Secure Collaboration

    Our equity solutions are designed for teamwork.

    • Work with greater transparency across teams and departments.
    • Confidently share critical information thanks to modern data protection and privacy features. 

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, 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 and Shareworks 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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