Shareworks (Morgan Stanley at Work)
Morgan Stanley's equity plan administration for private and public companies
3.7Enterprise / CustomBest for Large global companies and pre-IPO enterprises with complex equity programs
Equity Compensation Stock Plans Enterprise
Overview
Shareworks is Morgan Stanley at Work's equity-compensation platform, handling cap tables, option and RSU plan administration, tender offers, financial reporting, and global compliance for private companies, with Equity Edge Online serving public-company plans in the same suite. Formerly Solium, it sits inside Morgan Stanley's broader workplace financial-benefits business and received AI feature upgrades announced in 2026.
Key features
- Private-company cap table and equity plan administration
- Global plan support across 150+ countries and tax regimes
- Tender offer and liquidity event execution
- ASC 718 financial reporting and audit packages
- Integrated brokerage and participant wealth services via Morgan Stanley
Pros
- Handles very large, multi-country equity programs credibly
- Bank-grade compliance, execution, and participant brokerage
- One suite from private cap table through public-company administration
Cons
- UI widely described in reviews as dated and non-intuitive
- Customer support responsiveness is a recurring complaint
- Participants report notable selling fees and FX charges