Best Enterprise Equity Management Software

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 125

Category Stats (Nov 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Ledgy (+0.53%) - Among all products in this category, Ledgy recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,600+ Authentic Reviews
  • 125+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Equity Management Software

G2 Grid® for Equity Management Software plotting products by satisfaction and market presence

Highlighted products: Qapita, J.P.Morgan Workplace Solutions, Ledgy, Certent, Optio Incentives, ShareForce, Carta Equity Suite, and Xumane Equity.

Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=qapita&focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=ledgy&focus%5B%5D=certent&focus%5B%5D=optio-incentives&focus%5B%5D=shareforce&focus%5B%5D=carta-equity-suite&focus%5B%5D=xumane-equity&segment=enterprise)

Qapita

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 3,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page

Average Rating: 4.6/5.0

Total Reviews: 385

How Do G2 Users Rate Qapita?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.9/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Qapita?

  • Seller: Qapita
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Singapore, Singapore
  • LinkedIn® Page: www.linkedin.com
    519 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Company Secretary
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 49% Medium, 25% Small

What Do G2 Reviewers Say About Qapita?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Qapita, highlighting its user-friendly dashboard and responsive support.
  • Users praise the quick and helpful customer support of Qapita, enhancing their overall experience with ESOP management.
  • Users value Qapita's structured and transparent equity management, enhancing clarity and compliance in ESOP processes.
  • Users value the responsive support team at Qapita, highlighting their availability and helpfulness in resolving queries.
  • Users value the efficient ESOP management provided by Qapita, highlighting its detailed tracking and excellent support.
Cons
  • Users find the limited customization in Qapita frustrating, hindering their ability to tailor reports and dashboards effectively.
  • Users face technical issues including slow allotment updates and email assignment problems affecting their experience.
  • Users find Qapita's complex reporting system limiting and inflexible, hindering effective data management and workflow.
  • Users experience poor customer support with delays and communication issues affecting their overall satisfaction with Qapita.
  • Users face workflow inefficiencies due to limited customization, excessive clicks, and complexity in managing data uploads.

What Are Recent G2 Reviews of Qapita?

What Are G2 Users Discussing About Qapita?

J.P.Morgan Workplace Solutions

Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com.

Average Rating: 4.8/5.0

Total Reviews: 166

How Do G2 Users Rate J.P.Morgan Workplace Solutions?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind J.P.Morgan Workplace Solutions?

  • Seller: JPMorgan Chase
  • Company Website:
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    238,350 employees on LinkedIn®
  • Ownership: NYSE:JPM
  • Total Revenue (USD mm): $115,627

Who Uses This Product?

  • Who Uses This: CEO, Co-Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 13% Medium

What Do G2 Reviewers Say About J.P.Morgan Workplace Solutions?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support from J.P.Morgan Workplace Solutions, making onboarding and usage seamless and efficient.
  • Users appreciate the ease of use of J.P.Morgan Workplace Solutions, making onboarding and management seamless and efficient.
  • Users value the exceptional support and ease of use offered by J.P. Morgan's cap table management solution.
  • Users appreciate the intuitive and startup-friendly platform of J.P. Morgan Workplace Solutions, enhancing cap table management effortlessly.
  • Users appreciate the excellent onboarding experience with helpful support, making the setup process simple and efficient.
Cons
  • Users note the limited features of J.P. Morgan Workplace Solutions, lacking essential tools for early-stage startups.
  • Users face onboarding issues, needing training and wishing for demo recording options that are not permitted.
  • Users face challenges with manual operations due to the Cap Table's lack of third-party system integration.
  • Users experienced technical issues during setup, requiring time-consuming calculations, though overall satisfaction remained high.

What Are Recent G2 Reviews of J.P.Morgan Workplace Solutions?

What Are G2 Users Discussing About J.P.Morgan Workplace Solutions?

Ledgy

Stay compliant, save time and engage your team. Ledgy is the world's first unified platform for equity and executive compensation, built to take your company further. Turn time-consuming, manual processes into simple, automated workflows. Adapt Ledgy to your needs, update records instantly, and keep it working for your team in any country, at any time. With AI built into the core of the platform and 70+ HRIS integrations, your data stays accurate as you scale. Create simple, effective communications that bring equity to life for your people. Get set up quickly, and Ledgy is ready to deliver value, day in, day out. Ledgy is exactly what you need to drive greater efficiency and stay on top of compliance and risk, from first hire to IPO and beyond. It's the single source of truth that aligns every stakeholder, so you can achieve more and inspire positive change. Speak with an expert to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm_source=g2

Average Rating: 4.7/5.0

Total Reviews: 94

How Do G2 Users Rate Ledgy?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 8.5/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Ledgy?

  • Seller: Ledgy
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Zurich, Zurich
  • LinkedIn® Page: www.linkedin.com
    87 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Medium, 30% Small

What Do G2 Reviewers Say About Ledgy?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the exemplary customer support from Ledgy, enhancing their overall experience and ease of use.
  • Users praise Ledgy for its intuitive user interface, enhancing the overall experience for participants and administrators alike.
  • Users appreciate the ease of use of Ledgy, finding it intuitive and efficient for equity management.
  • Users commend Ledgy for its intuitive cap table management and exceptional support during onboarding and transition.
  • Users value the customisation options of Ledgy, enabling tailored experiences and efficient management of employee equity.
Cons
  • Users experience technical issues such as bugs and skewed reporting, yet appreciate swift resolutions from the responsive team.
  • Users experience occasional complex reporting issues with Ledgy, which can skew data but get resolved promptly.
  • Users experience limited customization options, yet the team is supportive in providing workarounds and improving features.
  • Users encounter occasional bugs and desire more educational resources for stakeholders within Ledgy's platform.

What Are Recent G2 Reviews of Ledgy?

What Are G2 Users Discussing About Ledgy?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Certent

Trusted for more than 20 years, Certent is an employee equity management platform built for simplicity and scale, for companies at every stage of growth. Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Average Rating: 4.5/5.0

Total Reviews: 124

How Do G2 Users Rate Certent?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Certent?

  • Seller: insightsoftware
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • LinkedIn® Page: www.linkedin.com
    2,281 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Biotechnology, Banking
  • Company Size: 53% Medium, 37% Large

What Do G2 Reviewers Say About Certent?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Certent is enhanced by its intuitive interface and organized information presentation.
  • Users praise the superb customer support of Certent, noting responsiveness and effective issue resolution as highlights.
  • Users value the reporting efficiency of Certent, praising its ability to provide clear and timely reports for various needs.
  • Users value the user-friendly reporting of Certent, finding it efficient for month-end and quarterly needs.
  • Users value the organization of equity information in Certent, simplifying tracking and management significantly.
Cons
  • Users experience a challenging learning curve due to unintuitive features and clunky navigation within Certent.
  • Users find the difficult implementation of Certent frustrating, often requiring constant communication for necessary changes.
  • Users find the user experience cumbersome with report creation and system changes requiring constant team communication.
  • Users find the limited customization of Certent frustrating, hindering their ability to make necessary adjustments efficiently.
  • Users experience navigation difficulties due to a learning curve and clunky report switching, impacting usability.

What Are Recent G2 Reviews of Certent?

What Are G2 Users Discussing About Certent?

Optio Incentives

Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies.

Average Rating: 4.8/5.0

Total Reviews: 78

How Do G2 Users Rate Optio Incentives?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Public Equity: 9.0/10 (Category avg: 8.4/10)
  • Dashboard: 9.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Optio Incentives?

  • Seller: Optio Incentives
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Oslo, NO
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 28% Large

What Do G2 Reviewers Say About Optio Incentives?

AI-generated summary from verified user reviews

Pros
  • Users commend the extraordinary customer support from Optio Incentives, noting their responsiveness and dedication to satisfaction.
  • Users commend the dedicated and responsive team at Optio Incentives for ensuring customer satisfaction and solutions.
  • Users find Optio Incentives easy to use, appreciating its adaptability and excellent customer support from day one.
  • Users praise the intuitive interface and clear reporting of Optio Incentives for efficient equity management.
  • Users praise the user-friendly interface of Optio Incentives, noting its smooth functionality and intuitive navigation.
Cons
  • Users note the manual operations required, highlighting a need for more automation and streamlined processes in Optio Incentives.
  • Users note that complex reporting features require improvement and more flexibility for effective analysis and planning.
  • Users note the lack of instructions for complex setups, requiring extensive support for optimal use of the product.
  • Users experience limited features, lacking essential tools like export functions for complex scenario modeling.
  • Users find the access limitations frustrating, specifically due to outdated authentication methods like one-time codes.

What Are Recent G2 Reviews of Optio Incentives?

ShareForce

Ranked #3 in EMEA and #5 on the Momentum Grid in G2’s Spring 2026 Equity Management reports. ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform caters to a diverse range of businesses, from private companies implementing deferred bonus plans to growing enterprises preparing for an initial public offering (IPO) and publicly listed companies issuing performance shares to retain talent. By consolidating these functions into a single, user-friendly interface, ShareForce streamlines the incentive plan lifecycle for all stakeholders involved. The target audience for ShareForce includes human resources professionals, finance teams, and executive management across different sectors. Companies of varying sizes can benefit from its capabilities, whether they are looking to enhance employee engagement through incentive programs or ensure compliance with regulatory requirements. ShareForce is particularly valuable for organizations that require a robust system to manage complex equity compensation plans, as it simplifies the intricacies of tracking and reporting. Key features of ShareForce include its advanced technology that facilitates real-time data management, automated reporting, and seamless integration with existing HR and financial systems. Users can easily access detailed insights into their incentive plans, enabling informed decision-making and strategic planning. Additionally, ShareForce offers specialized support services, ensuring that clients receive hands-on assistance throughout the implementation and ongoing use of the platform. This combination of technology and support empowers organizations to navigate the complexities of incentive plan management with confidence. The benefits of using ShareForce extend beyond mere efficiency. By providing a centralized solution for incentive plan administration, organizations can reduce the risk of errors and enhance compliance with financial regulations. The platform's reporting capabilities allow for greater transparency and accountability, fostering trust among employees and stakeholders alike. Furthermore, ShareForce’s ability to adapt to various incentive structures means that companies can tailor their plans to meet specific organizational goals, ultimately driving employee performance and retention. In a competitive landscape where attracting and retaining talent is crucial, ShareForce stands out by offering a holistic approach to incentive plan management. Its blend of innovative technology and dedicated support ensures that organizations can effectively implement and manage their incentive programs, making it an essential tool for companies aiming to optimize their compensation strategies.

Average Rating: 4.8/5.0

Total Reviews: 61

How Do G2 Users Rate ShareForce?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Reporting: 9.0/10 (Category avg: 8.8/10)
  • Public Equity: 8.8/10 (Category avg: 8.4/10)
  • Dashboard: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind ShareForce?

  • Seller: ShareForce
  • Company Website:
  • Year Founded: 2015
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    84 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Mining & Metals
  • Company Size: 59% Large, 34% Medium

What Do G2 Reviewers Say About ShareForce?

AI-generated summary from verified user reviews

Pros
  • Users praise ShareForce for its friendly and responsive customer support, significantly enhancing their overall experience.
  • Users value the easy implementation process of ShareForce, praising its clear communication and supportive team throughout.
  • Users value the reporting efficiency of ShareForce, enhancing accuracy and simplifying the reporting process significantly.
  • Users find ShareForce extremely easy to use, appreciating its user-friendly nature and supportive customer service.
  • Users commend the exceptional helpfulness of the ShareForce team, ensuring a seamless implementation and outstanding support throughout.
Cons
  • Users find the complex reporting system in ShareForce limiting, citing a need for improved flexibility and custom options.
  • Users note a lack of instructions during onboarding, suggesting more tailored guidance could enhance early adoption.
  • Users report poor customer support, with reliance on backend assistance causing frustration and delays in issue resolution.
  • Users face technical issues with ShareForce, particularly with SSO and tracking movements, but support aids resolution.
  • Users face workflow inefficiencies due to limited reporting flexibility and bulk processing capabilities in ShareForce.

What Are Recent G2 Reviews of ShareForce?

Carta Equity Suite

Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.

Average Rating: 4.3/5.0

Total Reviews: 240

How Do G2 Users Rate Carta Equity Suite?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.6/10 (Category avg: 8.4/10)
  • Dashboard: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Carta Equity Suite?

  • Seller: Carta
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    9,187 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, CFO
  • Top Industries: Computer Software, Financial Services
  • Company Size: 49% Medium, 44% Small

What Do G2 Reviewers Say About Carta Equity Suite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Carta Equity Suite, simplifying equity management and enhancing navigation.
  • Users value the reliable source of truth that Carta provides for equity management and compensation data accessibility.
  • Users praise the clean and intuitive interface of Carta, making equity management and navigation effortless.
  • Users value the simple and efficient cap table management provided by Carta, streamlining equity and ownership tracking.
  • Users find Carta's simplicity invaluable for managing equity, cap tables, and ownership with ease and efficiency.
Cons
  • Users find Carta Equity Suite too expensive, especially as equity programs scale, impacting smaller companies significantly.
  • Users face onboarding issues with Carta, finding the platform confusing and suggesting clearer instructions would help greatly.
  • Users find the complex reporting system challenging for newcomers, highlighting the need for clearer onboarding and explanations.
  • Users report poor customer support with slow responses, making it difficult to resolve issues effectively.
  • Users find the platform's complexity and overwhelming features challenging, particularly for first-time users and smaller companies.

What Are Recent G2 Reviews of Carta Equity Suite?

What Are G2 Users Discussing About Carta Equity Suite?

Xumane Equity

Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations.

Average Rating: 5.0/5.0

Total Reviews: 65

How Do G2 Users Rate Xumane Equity?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Public Equity: 9.9/10 (Category avg: 8.4/10)
  • Dashboard: 9.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Xumane Equity?

  • Seller: Vega HR
  • Year Founded: 2019
  • HQ Location: Dover, Delaware
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Human Resources
  • Company Size: 45% Medium, 34% Small

What Do G2 Reviewers Say About Xumane Equity?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the comprehensive dashboard of Xumane Equity, simplifying ESOP management and providing valuable insights.
  • Users value the efficiency of compliance automation in Xumane Equity, enhancing accuracy and streamlining administrative tasks.
  • Users love the easy navigation and comprehensive dashboard of Xumane Equity, making cap table management effortless.
  • Users value the comprehensive access provided by Xumane Equity, aiding informed equity decision-making and management.
  • Users love the intuitive dashboard of Xumane Equity, providing all necessary ESOP information in one place.
Cons
  • Users suggest that enhancing the user interface with a more personalized design would greatly improve their experience.

What Are Recent G2 Reviews of Xumane Equity?

Shareworks by Morgan Stanley

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.

Average Rating: 3.8/5.0

Total Reviews: 32

How Do G2 Users Rate Shareworks by Morgan Stanley?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Reporting: 7.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.5/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Shareworks by Morgan Stanley?

  • Seller: Morgan Stanley Smith Barney
  • Year Founded: 1935
  • HQ Location: New York, New York, United States
  • LinkedIn® Page: www.linkedin.com
    103,323 employees on LinkedIn®
  • Ownership: NYSE: MS
  • Total Revenue (USD mm): $45,269

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 41% Medium, 38% Large

What Do G2 Reviewers Say About Shareworks by Morgan Stanley?

AI-generated summary from verified user reviews

Cons
  • Users find the lack of mobile accessibility frustrating, as it detracts from the overall functionality and user experience.
  • Users find the platform clunky and confusing due to inconsistent branding and a lack of cohesive identity.

What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

What Are G2 Users Discussing About Shareworks by Morgan Stanley?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated