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Solid equity-comp solution
January 27, 2020

Solid equity-comp solution

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Solium Shareworks (legacy)

Overall Satisfaction with Solium Shareworks

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.
  • Provide overview for employees regarding their equity portfolio.
  • Keep equity plans organized from an administrator point-of-view.
  • Limited functionality to run expense simulations based on different inputs.
  • Limited visuals/graphs possible
  • Better alignment between HR, Legal, and Finance re IFRS2 expenses.
  • Reduced time spent on calculating quarterly IFRS2 expenses.

Do you think Shareworks, by Morgan Stanley delivers good value for the price?

Yes

Are you happy with Shareworks, by Morgan Stanley's feature set?

Yes

Did Shareworks, by Morgan Stanley live up to sales and marketing promises?

Yes

Did implementation of Shareworks, by Morgan Stanley go as expected?

Yes

Would you buy Shareworks, by Morgan Stanley again?

Yes

Solium Shareworks great solution to keep your equity plans organized and to provide employees the insights they need. Limited functionality to integrate with HR-systems or run expense simulations.

Solium Shareworks Support

We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.