Item: Shareworks, by Morgan Stanley
Rating: 9
Author: Verified User

Overall Satisfaction with Solium Shareworks

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Provide overview for employees regarding their equity portfolio.
Keep equity plans organized from an administrator point-of-view.

Cons

Limited functionality to run expense simulations based on different inputs.
Limited visuals/graphs possible

Return on Investment

Better alignment between HR, Legal, and Finance re IFRS2 expenses.
Reduced time spent on calculating quarterly IFRS2 expenses.

Key Insights

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

Other Software Used

Adaptive Insights, a Workday company, Lucanet, Oracle Financial Consolidation and Close Cloud, Oracle Financials Cloud, Tableau Online

Likelihood to Recommend

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

Support Rating

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.

Comments

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Solid equity-comp solution

Software Version