Skip to main content
TrustRadius
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…

Read more
Recent Reviews

TrustRadius Insights

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

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, …
Continue reading

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 …
Continue reading
Read all reviews

Reviewer Pros & Cons

View all pros & cons
Return to navigation

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
Return to navigation

Comparisons

View all alternatives
Return to navigation

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)
Companies can't remove reviews or game the system. Here's why
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The ability to provide employees with an detailed view of their equity compensation and the real time value of the assets
  • Protection features in place to prohibit trading in blackout period
  • Option for employees to cover taxes related to share purchase and sales is a benefit to employees
March 27, 2017

Shareworks Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Positive - easy for employees to review stock plan and agreement.
  • Positive - easy to pull cap table reports.
  • Negative - requires a lot of administrative work for account activation, acceptance by users.
  • Negative - support is not responsive.
Return to navigation