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Shareworks, by Morgan Stanley

Shareworks, by Morgan Stanley

Overview

What is Shareworks, by Morgan Stanley?

Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply…

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Recent Reviews

TrustRadius Insights

Comprehensive Overview: Many users have praised the platform for providing a comprehensive overview of the current dollar value of …
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Solium Review

8 out of 10
October 10, 2017
Incentivized
We use it to manage our company stock options. It's extremely easy and to use and keeps you up to date on stock allocation. Additionally, …
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Shareworks Review

8 out of 10
March 27, 2017
Incentivized
Shareworks is used as our equity management tool across our entire company, including two wholly owned subsidiaries. Every employee has …
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Reviewer Pros & Cons

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Product Details

What is Shareworks, by Morgan Stanley?

Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.

Shareworks, by Morgan Stanley Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(24)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Comprehensive Overview: Many users have praised the platform for providing a comprehensive overview of the current dollar value of options, allowing them to stay informed about their equity portfolio. This feature has been particularly helpful in tracking and managing their investments effectively.

Future Options Display: Several reviewers appreciated the platform's ability to display future options, as it assists in planning and decision-making regarding stock compensation. This feature provides valuable insights into potential outcomes and helps users make informed choices.

Value and Quantity Summaries: Users find great value in the platform's summaries of value and quantity, as it simplifies tracking and managing their equity holdings. These summaries provide a clear picture of their investment portfolio, aiding in better decision-making.

Outdated and Old-looking Layout: Several users have expressed their dissatisfaction with the software's interface design, stating that it appears outdated and lacks a modern look and feel.

Difficult to Navigate for Non-Financial Users: Some reviewers have mentioned that navigating the software can pose challenges, particularly for individuals without a financial background. They find it challenging to understand certain terms and concepts used in the software.

Inconvenient Activation Process: Users have pointed out that the activation process for new users is manual and requires them to input personal information such as their ID, Zip Code, or SSN. This manual process can be inconvenient and time-consuming for users who would prefer a more streamlined activation method.

Users have provided the following recommendations for the software:

  1. The software is highly recommended for its ease of use, making it straightforward and user-friendly when performing capitalization computing. However, users have mentioned that there are excessive clicks and hidden items, which can make navigation difficult.

  2. The software is considered a solid product for private companies as it meets all their needs. It delivers on what it is built to do and provides a high-quality and simple-to-use Cap Table cloud-based system.

  3. Some users suggest using Excel in conjunction with the software to enhance the overall value, particularly for tasks related to 409A and stock comp expense calculations. Additionally, while the reports generated by the software are praised for their quality, users mentioned challenges in reaching customer support when needed.

Attribute Ratings

Reviews

(1-7 of 7)
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Roger Acuna | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
In my opinion, my experience with Shareworks by Morgan Stanley has been disappointing, primarily due to issues with international wire transfers. Despite ensuring that all banking information on my end is correct, and after being charged 50 GBP in fees, my funds have not been received. The bank has confirmed no attempts at transfer have been made to my account. I think customer support has been time-consuming and unhelpful, with over an hour spent on calls only to receive vague explanations about banking errors. I think this has not only been frustrating but has also shaken my confidence in their system's ability to handle sensitive financial transactions efficiently.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Solium Shareworks has been implemented approx 1 year ago to provide a more robust solution for our equity compensation administration. It is administered from our Berlin HQ office and has view-users in all our local offices. All employees with equity have their own account to keep track of their equity portfolio.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our business utilizes Capshare as a solution to our cap table needs. We currently have over 5 different share classes and 400 shareholders so this tool helps us keep everything organized. It is strictly used by the finance department
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Shareworks is used to manage the company RSU and ESPP programs across the entire organization globally. It allows employee visibility into their value, vesting schedules, release option elections, etc. Key features includes that it allows for lockdown during blackout periods to protect employees from trading during the blackout period unintentionally and automatic release options to sell shares, sell shares & hold shares to cover taxes or hold shares.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We used Capshare to manage our company's cap table. It addressed a lot of issues we had with version control of previous cap tables managed in spreadsheets. It also allowed us to have one centralized location to review and maintain records and was very easy to access, use, and update.
October 10, 2017

Solium Review

Graham Hill | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it to manage our company stock options. It's extremely easy and to use and keeps you up to date on stock allocation. Additionally, the platform has all kinds of analytics built into show how everything is progressing. We use this application across our all departments that receive stock options.
March 27, 2017

Shareworks Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Shareworks is used as our equity management tool across our entire company, including two wholly owned subsidiaries. Every employee has access to the system as a management tool for employee stock options. From an administrative view, Shareworks is great for tracking stock options, cap table administration, calculation stock compensation expense (ASC 718).
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