Freedom251 › Equity Compensation Management Software
Shareworks
What Shareworks is
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can create custom global plans and use a reporting sandbox to model, budget, and compare forecasts. Reporting supports audit-ready outputs and events such as 409A valuations and Section 16 filings; the platform can also track capitalization data for private companies. Shareworks supports real-time data sharing from HRIS systems through an API. Morgan Stanley has announced integrations with Pave and Wilson Sonsini, as well as a Workday API for flexible file imports. The mobile app lets account holders view a portfolio and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use the app. The iOS app listing says sign-in supports Face ID or Touch ID, communications are encrypted, and financial data is not stored on the device. The platform lists support for restricted stock units, stock options, employee stock purchase plans, custom vesting rules, an employee portal, and valuations. Pricing is available on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.
Who it suits
Shareworks suits private and public companies administering equity compensation, including teams managing global plans, reporting, or private-company capitalization data. Employees with an account can use the mobile app to view and manage share activity.
What it does well
- Supports custom global plans and forecast modeling.
- Reporting covers 409A valuations and Section 16 filings.
- Tracks capitalization data for private companies.
- Mobile app supports share sales and option exercises.
- Lists HRIS data sharing through an API.
What to know first
- Pricing is available only on request.
- A Shareworks account is required for the mobile app.
- Administrators are directed to their Relationship Manager for support.
Limits
Pricing is available on request. A Shareworks account is required to use the mobile app.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Shareworks | Pricing not stated on the product page | On request |
As morganstanley.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Shareworks website.
- Contact Morgan Stanley to request pricing.
- Arrange a Shareworks account for account holders who will use the mobile app.
- Use the web platform or access the app on Android or iOS.
Verdict
Shareworks combines company plan administration and reporting with mobile access for account holders. Companies should request pricing and assess how its listed integrations and plan tools fit their processes.
Questions
How much does Shareworks cost?
Shareworks is paid, with pricing available on request.
Which platforms does Shareworks support?
Shareworks is available on Android, iOS and the web.
What equity awards does it support?
Listed award types are restricted stock units, stock options and employee stock purchase plans. Vesting rules can be customized.
Does Shareworks connect to HR and other services?
It supports real-time HRIS data sharing via API. Morgan Stanley has announced integrations with Pave and Wilson Sonsini, and a Workday API for flexible file imports.
Who provides Shareworks services?
Services are provided by Morgan Stanley Smith Barney LLC and its affiliates, which are wholly owned subsidiaries of Morgan Stanley.
What can account holders do in the mobile app?
They can view portfolio and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required.
Facts from Shareworks's own pages
- Account requirement
- A Shareworks account is required to use the mobile app. · apps.apple.com, 10 Oct 2026
- App security
- The iPhone app listing says sign-in supports Face ID or Touch ID, communications are encrypted, and financial data is not stored on the device. · apps.apple.com, 11 Oct 2026
- Company founded
- Morgan Stanley says it was founded in 1935. · morganstanley.com, 11 Oct 2026
- Compliance events
- Reporting tools cover events including 409A valuations and Section 16 filings. · morganstanley.com, 11 Oct 2026
- Global plans
- Administrators can create custom global plans using the platform. · morganstanley.com, 11 Oct 2026
- Headquarters
- Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036. · morganstanley.com, 11 Oct 2026
- HRIS data
- Shareworks supports real-time data sharing via API from HRIS systems. · morganstanley.com, 11 Oct 2026
- Integrations
- Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday. · morganstanley.com, 11 Oct 2026
- Mobile app
- The Shareworks iPhone app lets account holders view portfolios and events, sell or transfer shares, and exercise options; a Shareworks account is required. · apps.apple.com, 11 Oct 2026
- Mobile security
- The iOS app says it uses Face ID or Touch ID, encrypts communications, and does not store financial data on the device. · apps.apple.com, 10 Oct 2026
- Plan administration
- Administrators can create custom global plans and use reporting tools, including a sandbox for modeling, budgeting, and comparing forecasts. · morganstanley.com, 10 Oct 2026
- Private company features
- Shareworks can track corporate capitalization data for private companies. · morganstanley.com, 10 Oct 2026
- Product
- Shareworks is an integrated equity compensation management platform for private and public companies. · morganstanley.com, 11 Oct 2026
- Provider
- Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, which are wholly owned subsidiaries of Morgan Stanley. · morganstanley.com, 10 Oct 2026
- Purpose
- Shareworks is an equity compensation management platform for private and public companies. · morganstanley.com, 10 Oct 2026
- Reporting
- The platform offers reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios. · morganstanley.com, 11 Oct 2026
- Security
- Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features. · morganstanley.com, 11 Oct 2026
- Service provider
- Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, wholly owned subsidiaries of Morgan Stanley. · morganstanley.com, 11 Oct 2026
- Support
- Plan administrators are directed to contact their Relationship Manager for support. · morganstanley.com, 11 Oct 2026
Where Shareworks stands on Freedom251
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