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- Shareworks by Morgan Stanley
- Carta Software-vs-Shareworks by Morgan Stanley
Compare Carta Software and Shareworks by Morgan Stanley 
At a Glance
Market Segments
Small-Business (48.5% of reviews)
Mid-Market (40.6% of reviews)
Entry-Level Pricing
Free 25 Stakeholders Per Year
No pricing available
Carta
Star Rating
(195)4.4 out of 5
Market Segments
Small-Business (48.5% of reviews)
Entry-Level Pricing
Free 25 Stakeholders Per Year
Browse all 4 pricing plansShareworks by Morgan Stanley
Star Rating
(32)3.8 out of 5
Market Segments
Mid-Market (40.6% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Shareworks by Morgan StanleySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Shareworks by Morgan Stanley excels in Investment Portfolio Management with a high score of 9.7, indicating robust features for managing and tracking investments effectively.
- Reviewers mention that Carta shines in Reporting with a score of 8.5, providing users with comprehensive analytics and insights that help in making informed decisions.
- G2 users highlight that Shareworks has a strong Cap Table Management feature, also scoring 9.7, which is praised for its detailed tracking and management of equity ownership.
- Users on G2 note that Carta's Cap Table functionality is rated at 9.2, with reviewers appreciating its user-friendly interface and ease of use for managing complex equity structures.
- Reviewers say that Shareworks has a solid Quality of Support rating at 8.5, with many users expressing satisfaction with the responsiveness and helpfulness of the support team.
- Users report that Carta's Ease of Use is rated at 8.6, with many finding the platform intuitive and easy to navigate, which enhances the overall user experience.
Featured Products
Sponsored
Cake Equity
(77)
Venture Capital Management
Visit Website
Pricing
Entry-Level Pricing
Carta
Carta Launch
Free
25 Stakeholders Per Year
Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/
- Cap table management
- SAFE management
- SAFE and Priced Modeling
Shareworks by Morgan Stanley
No pricing availableFree Trial
Carta
Free Trial is available
Shareworks by Morgan Stanley
Free Trial is available
Ratings
Meets Requirements
8.8
140
8.1
24
Ease of Use
8.6
141
7.5
24
Ease of Setup
7.4
98
7.6
12
Ease of Admin
8.3
104
8.7
10
Quality of Support
8.3
124
8.5
21
Has the product been a good partner in doing business?
8.4
98
8.5
10
Product Direction (% positive)
7.8
130
5.6
24
Features by Category
Platform Basics
8.5
89
7.8
13
Platform Data
8.3
94
7.3
15
8.0
85
7.6
14
8.8
96
8.3
15
Platform Content
8.2
72
6.9
12
Platform Additional Functionality
9.2
90
7.3
10
8.9
68
7.2
9
8.8
79
8.5
10
Investment Management
9.7
5
Not enough data
Not enough data
Not enough data
8.6
6
Not enough data
9.7
6
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Carta and Shareworks by Morgan Stanley are categorized as Equity Management
Unique Categories
Carta is categorized as Venture Capital Management
Shareworks by Morgan Stanley has no unique categories
Reviews
Reviewers' Company Size
Carta
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Shareworks by Morgan Stanley
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
33.5%
Financial Services
11.9%
Information Technology and Services
9.8%
Internet
6.2%
Computer & Network Security
3.1%
Other
35.6%
Computer Software
37.5%
Information Technology and Services
9.4%
Financial Services
9.4%
Capital Markets
6.3%
Airlines/Aviation
6.3%
Other
31.3%
Most Helpful Reviews
Carta
Most Helpful Favorable Review
Verified User in Consumer Services
Cap table management, IR functions. The employee-related capabilities are excellent.
Most Helpful Critical Review
Hussein K.
Verified User in Computer Software
Account support, the Account executive is rude and lacks empathy for a paying customer, and customer service manager has never responded to any email in 2 months
Shareworks by Morgan Stanley
Most Helpful Favorable Review
Verified User in Computer Software
Just makes managing your profile really easy. Doesn't use too much technical jargon either.
Most Helpful Critical Review
Verified User in Information Technology and Services
It's a bit clunky and suffers from the classic branding problems of large corporations. For example, the phone app is called Shareworks, but the web app is called Solium. It gives the impression of investing the bare minimum to maintain a brand identity. If...
Verified User in Consumer Services
Cap table management, IR functions. The employee-related capabilities are excellent.
Verified User in Computer Software
Just makes managing your profile really easy. Doesn't use too much technical jargon either.
Hussein K.
Verified User in Computer Software
Account support, the Account executive is rude and lacks empathy for a paying customer, and customer service manager has never responded to any email in 2 months
Verified User in Information Technology and Services
It's a bit clunky and suffers from the classic branding problems of large corporations. For example, the phone app is called Shareworks, but the web app is called Solium. It gives the impression of investing the bare minimum to maintain a brand identity. If...
Alternatives
Discussions
How much does Carta cost?
2 comments
Official Response from Carta
Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it...Read more
What was your experience during the public listing event (IPO)? Any issues with the platform?
1 comment
PN
No issues whatsoever.Read more
What does Carta company do?
1 comment
YK
The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying...Read more
Shareworks by Morgan Stanley has no discussions with answers
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