Shareworks Overview
What is Shareworks ?
Shareworks by Morgan Stanley is a complete and integrated Equity Administration solution purpose-built to serve the unique needs of innovative companies. Simplify equity plan management and do away with spreadsheets with integrated cap tables and 409A valuations, customizable ASC 718 and IFRS financial reporting, mobile app for participants, and dedicated support for global plans with tax and regulatory updates alongside the ability to customize currencies and language CRC 3344807 (12/20)
Who is Shareworks best for?
Public and private companies looking to manage their capitalization tables, equity plans and financial reporting. NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.
Shareworks Details
Shareworks Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Shareworks Support options
24/7 Live Rep
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Shareworks Training options
Documentation
In-Person
Live Online
Webinars
Videos
Shareworks Related Categories
Shareworks Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Shareworks Features
Most valued Shareworks features by users
CRM
Document Storage
Cap Table Management
Deal Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
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