Shareworks by Morgan Stanley is a digital solution for equity plans. It helps companies manage stock options and other equity awards for their employees. The platform offers tools for plan creation, reporting, and secure collaboration.
Companies of all sizes use Shareworks to run their equity programs. It makes complex tasks easier, like granting shares and tracking vesting schedules. Employees can view their awards and exercise options through the system.
Morgan Stanley designed Shareworks to be user-friendly. The login page is simple, letting users access their accounts with a username or email. This ease of use extends throughout the platform, making equity management less of a hassle for both companies and employees.
Shareworks by Morgan Stanley: A Comprehensive Equity Compensation Platform
Shareworks by Morgan Stanley is a leading equity compensation management platform designed to streamline and simplify how companies manage employee stock plans. It offers a suite of tools and services for both private and public companies to administer various types of equity awards.
Key Features
- Plan Management: Shareworks provides a centralized platform for managing all aspects of equity compensation plans, including stock options, restricted stock units (RSUs), employee stock purchase plans (ESPPs), and performance shares.
- Participant Management: The platform allows companies to easily manage participant information, grant equity awards, track vesting schedules, and handle exercises and forfeitures.
- Financial Reporting: Shareworks offers robust reporting and analytics capabilities, enabling companies to generate detailed reports for accounting, tax, and compliance purposes.
- Global Reach: With support for multiple currencies and languages, Shareworks caters to companies with global workforces.
- Mobile Access: Participants can access their accounts and manage their equity awards on the go through the Shareworks mobile app.
- Integration with HR Systems: Shareworks can integrate with existing HR and payroll systems to automate data flow and reduce manual processes.
Benefits for Companies
- Reduced Administration: Shareworks automates many manual tasks associated with equity compensation management, freeing up HR and finance teams.
- Improved Compliance: The platform helps companies comply with regulatory requirements and reporting obligations.
- Enhanced Participant Experience: Shareworks provides participants with a user-friendly interface to view and manage their equity awards.
- Data Security: The platform employs robust security measures to protect sensitive employee and company data.
Benefits for Participants
- Easy Access: Participants can easily view their equity awards, track vesting schedules, and exercise options through the online portal or mobile app.
- Improved Understanding: Shareworks provides educational resources and tools to help participants understand their equity compensation.
- Convenient Transactions: Participants can conveniently execute transactions, such as selling shares or exercising options, through the platform.
Why Choose Shareworks?
- Comprehensive Solution: Shareworks offers a complete suite of tools and services to manage all aspects of equity compensation.
- User-Friendly Interface: The platform is designed with user experience in mind, making it easy for both administrators and participants to navigate.
- Strong Track Record: Shareworks is a trusted platform used by many leading companies worldwide.
- Morgan Stanley Expertise: Backed by Morgan Stanley’s financial expertise and global reach, Shareworks provides reliable and comprehensive support.
| Feature | Description |
|---|---|
| Plan Management | Centralized platform for managing equity plans |
| Participant Management | Tools for managing participant information and grants |
| Financial Reporting | Robust reporting and analytics capabilities |
| Global Reach | Supports multiple currencies and languages |
| Mobile Access | Convenient access for participants through mobile app |
Shareworks by Morgan Stanley empowers companies to effectively manage their equity compensation programs, improve compliance, and enhance the participant experience. Its comprehensive features and user-friendly interface make it a leading choice for businesses of all sizes.
Key Takeaways
- Shareworks simplifies equity plan management for companies
- Employees can easily view and manage their stock awards
- The platform offers secure access and user-friendly tools
Overview of Shareworks Platform
Shareworks by Morgan Stanley offers a comprehensive equity management solution for companies. The platform streamlines equity plan administration and reporting, making it easier for businesses to handle complex compensation strategies.
Core Features and Capabilities
Shareworks provides tools for cap table management, financial reporting, and equity plan administration. The platform allows companies to track ownership, manage vesting schedules, and generate reports. It also offers modeling features to help businesses forecast future equity scenarios.
Key features include:
- Cloud-based access for easy collaboration
- Real-time data updates
- Customizable reporting tools
- Employee self-service portals
Shareworks supports various equity types, such as stock options, restricted stock units, and employee stock purchase plans. The platform’s API lets companies integrate Shareworks with their existing systems, enhancing workflow efficiency.
Benefit to Private Companies
For private companies, Shareworks simplifies equity management in several ways. It helps startups and growing businesses keep accurate records of ownership and equity grants. This is crucial for fundraising and potential future exits.
The platform’s modeling tools allow private companies to:
- Plan for funding rounds
- Assess dilution impacts
- Create what-if scenarios for exits
Shareworks also aids in compliance by keeping track of regulatory requirements. This is especially helpful for companies as they scale and face more complex reporting needs.
By centralizing equity data, Shareworks gives private companies better insights into their cap table. This can lead to more informed decisions about equity compensation and company valuation.
Utilization in a Modern Workplace
Shareworks by Morgan Stanley offers tools that fit seamlessly into today’s work settings. These tools make managing equity plans easier and boost employee satisfaction.
Integration with Corporate Ecosystems
Shareworks links with many business systems. It works well with payroll, HR, and finance software. This saves time and cuts down on mistakes.
The platform uses APIs to connect with other programs. This lets companies share data across their systems. For example, it can pull employee info from HR software.
Shareworks also offers single sign-on. This means workers can use one login for multiple work tools. It makes things simpler and more secure.
Enhancing Employee Experience
Shareworks helps workers understand their equity awards better. It has clear dashboards that show key info at a glance.
The platform sends alerts about important dates. This could be vesting schedules or trading windows. It keeps employees in the loop.
Mobile apps let workers check their equity anytime. They can see real-time stock prices and account values. This keeps them engaged with their rewards.
Shareworks also offers education resources. These help employees learn about equity compensation. Better understanding can lead to higher job satisfaction.
Frequently Asked Questions
Shareworks by Morgan Stanley offers a range of services for equity management. Users often have questions about account access, customer support, and fund withdrawals.
How can I log into my Shareworks account?
To log in to your Shareworks account, visit the Morgan Stanley at Work website. Click on the login button and enter your username and password. If you forgot your password, use the “Forgot Password” link to reset it.
What services does Shareworks by Morgan Stanley provide for equity management?
Shareworks offers stock plan administration and equity management tools. These include employee stock purchase plans, restricted stock units, and stock option management. The platform helps companies track and manage their equity programs efficiently.
How can I contact customer service for Shareworks?
For customer service, contact your company’s stock plan administrator first. They can help with most issues. If you need further assistance, reach out to Shareworks support through the contact information provided in your account.
What is the process for withdrawing funds from a Shareworks account?
The withdrawal process may vary based on your company’s policies. Generally, you’ll need to log into your account, select the funds you want to withdraw, and choose a payment method. Follow the on-screen instructions to complete the transaction.
Is Shareworks by Morgan Stanley considered a US-based entity?
Yes, Shareworks is part of Morgan Stanley, a US-based financial services company. However, Shareworks services are provided by Solium Capital ULC and its affiliates, which are wholly owned by Morgan Stanley.
Where is the physical office of Shareworks by Morgan Stanley located?
Shareworks has offices in various locations. The main Morgan Stanley headquarters is in New York City. For specific Shareworks office locations, check the Morgan Stanley website or contact their customer service for the most up-to-date information.
