Link copied to clipboard # Carta Equity Suite vs Shareworks by Morgan Stanley Comparison - What are their main differences? Share [ Export ](/compare/carta-equity-suite/shareworks-by-morgan-stanley/export.csv) Carta Equity SuiteShareworks by Morgan Stanley[+ Add Product](#) Pricing **Carta Equity Suite** Free Trial **Custom quote available** Usage Based Per Year · Launch **Custom quote available** · Build **Custom quote available** · Grow **Custom quote available** · Scale Show more **Shareworks by Morgan Stanley** Free Trial No pricing available **Pricing Insights** from reviews Perceived Cost **Carta Equity Suite** $$$$$ **Shareworks by Morgan Stanley** $$$$$ Average Discount **Carta Equity Suite** 10% **Shareworks by Morgan Stanley** Not enough reviews yet Uncover valuable pricing insights from real user feedback to improve your shopping experience. See it for free Time to Implement **Carta Equity Suite** 6 months Based on 100 responses **Shareworks by Morgan Stanley** 6 months Based on 100 responses Return on Investment **Carta Equity Suite** 6 months Based on 100 responses **Shareworks by Morgan Stanley** 6 months Based on 100 responses ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite") ![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley") G2 offers free advice on this comparison. Chat with an expert How would you like to receive Software Advice? ![](/assets/advisor_router/laptop_form-f1a7012279826105416befde8d882ffc7589b1f9db09c93a1379d601cafe8e0d.svg) FormAnswer questions at your own pace, no call required. ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg) AI AgentChat live and get a recommendation in minutes. ![](/assets/advisor_router/phone_call_picker-c48821ec36f4182d8ee3e54cfbd3937500eec54d7b7e0cfb80dc80a8a733842f.svg) Phone CallTalk it through live with a software advisor. **Pros & Cons** from reviews **Carta Equity Suite** Ease of Use (27) Equity Management (26) Expensive (12) Onboarding Issues (9) **Shareworks by Morgan Stanley** Lack of Mobile Accessibility (1) UX Improvement (1) Integrations **Carta Equity Suite** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/vendor/image/118366/large_detail_1d948cfdc5088e06132f075b8bef2628.jpeg "Product Avatar Image") Deel ](https://www.g2.com/products/omnipresent-deel/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f9db7177967d3f9496b09eaee1d2989d/quickbooks-online-advanced.png "Product Avatar Image") QuickBooks Online Advanced ](https://www.g2.com/products/quickbooks-online-advanced/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_58f21922e25f1cf41919772fd94e79a9/rippling.png "Product Avatar Image") Rippling ](https://www.g2.com/products/rippling/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ec33e9d05030dd9c604a8848ebe0a8bb/xero.jpg "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ View all ](https://www.g2.com/products/carta-equity-suite/integrations) **Shareworks by Morgan Stanley** Not enough data Screenshots **Carta Equity Suite** ![Carta Equity Suite screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/96576/productscreenshot1.png) **Shareworks by Morgan Stanley** ![Shareworks by Morgan Stanley screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/127975/shareworks-participant-experience.png) **Ratings** from reviews Meets Requirements **Carta Equity Suite** **8.7** /10 Based on 178 responses **Shareworks by Morgan Stanley** **8.1** /10 Based on 24 responses Ease of Use **Carta Equity Suite** **8.6** /10 Based on 191 responses **Shareworks by Morgan Stanley** **7.5** /10 Based on 24 responses Ease of Setup **Carta Equity Suite** **7.9** /10 Based on 145 responses **Shareworks by Morgan Stanley** **7.6** /10 Based on 12 responses Ease of Admin **Carta Equity Suite** **8.3** /10 Based on 108 responses **Shareworks by Morgan Stanley** **8.7** /10 Based on 10 responses Quality of Support **Carta Equity Suite** **8.2** /10 Based on 154 responses **Shareworks by Morgan Stanley** **8.5** /10 Based on 21 responses Has the product been a good partner in doing business? **Carta Equity Suite** **8.3** /10 Based on 102 responses **Shareworks by Morgan Stanley** **8.5** /10 Based on 10 responses Product Direction (% positive) **Carta Equity Suite** **7.6** /10 Based on 168 responses **Shareworks by Morgan Stanley** **5.6** /10 Based on 24 responses **Features** ratings from reviews Equity Management **8.3** /10 Based on 135 responses **7.6** /10 Based on 16 responses User Insights **Reviewers' Company Size** Small-Business(50 or fewer emp.) 44.5% Mid-Market(51-1000 emp.) 49.2% Enterprise(\> 1000 emp.) 6.3% Small-Business(50 or fewer emp.) 44.5% Mid-Market(51-1000 emp.) 49.2% Enterprise(\> 1000 emp.) 6.3% Small-Business(50 or fewer emp.) 21.9% Mid-Market(51-1000 emp.) 40.6% Enterprise(\> 1000 emp.) 37.5% Small-Business(50 or fewer emp.) 21.9% Mid-Market(51-1000 emp.) 40.6% Enterprise(\> 1000 emp.) 37.5% **Reviewers' Industry** [![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite")](https://www.g2.com/products/carta-equity-suite/reviews) Carta Equity Suite Computer Software 31.1% Financial Services 12.3% Information Technology and Services 10.2% Internet 5.1% Accounting 4.7% Other 36.6% [![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley")](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) Shareworks by Morgan Stanley 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% Alternatives **Carta Equity Suite Alternatives** ![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg "Qapita") [ Qapita ](/products/qapita/reviews) ![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/0dfd3e422fa6c6b899c506b791b647db/certent.svg "Certent") [ Certent ](/products/certent/reviews) ![Vestd](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_32ff1fa5695603210e503e67447df225/vestd.png "Vestd") [ Vestd ](/products/vestd/reviews) ![Astrella](https://images.g2crowd.com/uploads/product/hd_favicon/9f25931482d3a92fe8ab0355e99f3954/astrella.svg "Astrella") [ Astrella ](/products/astrella/reviews) **Shareworks by Morgan Stanley Alternatives** ![J.P.Morgan Workplace Solutions](https://images.g2crowd.com/uploads/product/hd_favicon/91f594c81f02bb42a07355a03afa02f7/j-p-morgan-workplace-solutions.svg "J.P.Morgan Workplace Solutions") [ J.P.Morgan Workplace Solutions ](/products/j-p-morgan-workplace-solutions/reviews) ![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/0dfd3e422fa6c6b899c506b791b647db/certent.svg "Certent") [ Certent ](/products/certent/reviews) ![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg "Ledgy") [ Ledgy ](/products/ledgy/reviews) ![Empower Stock Plan Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e3b3d3e2cce163b4c0a9371172b48685/empower-stock-plan-services.png "Empower Stock Plan Services") [ Empower Stock Plan Services ](/products/empower-stock-plan-services/reviews) ## Carta Equity Suite vs Shareworks by Morgan Stanley FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between Shareworks by Morgan Stanley vs Carta Equity Suite? Carta Equity Suite stands out from Shareworks by Morgan Stanley with a higher G2 rating, more favorable reviewer sentiment, and a stronger reputation for ease of use and reporting. | [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | | --- | --- | | 3.8/5 (32 reviews) | 4.3/5 (233 reviews) | | Mid-Market | Mid-Market | | 7.6 | 7.9 | | 8.5 | 8.2 | | Robust reporting and cap table management | Ease of use (26 all-time mentions), equity management (24), user interface (15), reporting efficiency (5) | ### How do the pricing models of Shareworks by Morgan Stanley and Carta Equity Suite compare? Carta Equity Suite is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Shareworks by Morgan Stanley. - **Shareworks by Morgan Stanley:** Reviewers note that the platform is useful for certain projects but mention that the commission charged can be high and that it is only useful for easy projects. - **Carta Equity Suite:** In recent reviews, many reviewers highlight that while Carta can be expensive, they feel the value is justified by its comprehensive features and ease of use. - **Switching-reason:** Several reviewers mention moving from Shareworks by Morgan Stanley to Carta Equity Suite due to better usability and reporting capabilities. ### What are the best alternatives to Shareworks by Morgan Stanley and Carta Equity Suite? The top three alternatives to Shareworks by Morgan Stanley and Carta Equity Suite are Qapita, J.P.Morgan Workplace Solutions, and Certent. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) | 3.8/5 (32) | Mid-Market | Commission can be high for some projects | Robust reporting and cap table management | | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.3/5 (233) | Mid-Market | Expensive but justified by features | Ease of use, equity management, reporting efficiency | | [Qapita](https://www.g2.com/products/qapita/reviews) | 4.6/5 (325) | Mid-Market | — | Comprehensive equity management | | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5 (161) | Small-Business | — | Strong customer support and user experience | | [Certent](https://www.g2.com/products/certent/reviews) | 4.4/5 (117) | Mid-Market | — | Reliable compliance and reporting | ### Which Equity Management features should I prioritize when comparing Shareworks by Morgan Stanley and Carta Equity Suite? Buyers should prioritize reporting, ease of use, cap table management, transparency, and onboarding experience when comparing Shareworks by Morgan Stanley and Carta Equity Suite. - **Reporting:** Reporting efficiency is cited in 5 all-time reviews for Carta Equity Suite; Shareworks by Morgan Stanley is noted for robust reporting in recent reviews. - **Ease of Use:** Carta Equity Suite has 26 all-time mentions for ease of use, while Shareworks by Morgan Stanley receives mixed feedback on user interface clarity. - **Cap Table Management:** Carta Equity Suite is cited in 11 all-time reviews for cap table management; Shareworks by Morgan Stanley is also recognized for cap table management in recent reviews. - **Transparency:** Carta Equity Suite has 9 all-time mentions for transparency; Shareworks by Morgan Stanley is noted for providing clear records and visibility into equity. - **Onboarding Experience:** Carta Equity Suite has 9 all-time mentions for onboarding issues, while Shareworks by Morgan Stanley receives both positive and negative feedback on setup complexity. ### What are the pros and cons of Shareworks by Morgan Stanley vs Carta Equity Suite? Carta Equity Suite's headline strength is ease of use and reporting efficiency, while Shareworks by Morgan Stanley is recognized for robust reporting and cap table management. - **Shareworks by Morgan Stanley strengths:** Robust reporting, clear records of vesting, supports multiple currencies, intuitive navigation for experienced users, strong cap table management. - **Shareworks by Morgan Stanley trade-offs:** User interface can be confusing for beginners, crowded screens, lack of notifications for tax documents, slow interface, some actions require multiple steps, onboarding can be challenging. - **Carta Equity Suite strengths:** Ease of use (26 all-time mentions), equity management (24), user interface (15), cap table management (11), transparency (9), intuitive design (7), reporting efficiency (5), real-time updates (5), strong customer support (5). - **Carta Equity Suite trade-offs:** Expensive (12 all-time mentions), onboarding issues (9), complex reporting (7), poor customer support for smaller clients (7), UX improvement needed (6), difficult learning curve for some users (5), slow performance (5). ### Is Shareworks by Morgan Stanley or Carta Equity Suite better for small businesses? Carta Equity Suite is the better fit for small businesses, supported by its strong ease of use and positive sentiment from small-business reviewers. - **Shareworks by Morgan Stanley:** Largest segment is Mid-Market; small-business reviewers note challenges with onboarding and a steeper learning curve. - **Carta Equity Suite:** Largest segment is Mid-Market, but recent reviews from small-business users highlight its user-friendly interface and straightforward onboarding, making it accessible for smaller teams. ### Which Equity Management platform has better integrations? Carta Equity Suite is favored by reviewers for integrations, particularly with HRIS platforms and data sources. - **Shareworks by Morgan Stanley:** No recent reviewer-cited integrations. - **Carta Equity Suite:** Recent reviews mention integrations with HRIS platforms and data sources, with positive feedback on ease of connecting to other systems. ### How do Shareworks by Morgan Stanley and Carta Equity Suite compare on customer support? Shareworks by Morgan Stanley and Carta Equity Suite are rated within 0.3 points on Quality of Support, indicating near parity in reviewer satisfaction. - **Shareworks by Morgan Stanley:** Reviewers describe support as responsive and helpful, with several citing live chat and technical staff as strengths. - **Carta Equity Suite:** Reviewers highlight strong customer support (5 all-time mentions), but some note slower response times and less support for smaller clients. ### Which is easier to implement, Shareworks by Morgan Stanley or Carta Equity Suite? Carta Equity Suite and Shareworks by Morgan Stanley score within 0.3 points on Ease of Setup, indicating similar implementation experiences. - **Shareworks by Morgan Stanley:** Reviewers report that onboarding can be quick and intuitive for some, but others find the process complex and requiring multiple support calls. - **Carta Equity Suite:** Many reviewers describe straightforward setup and onboarding, though some mention that migrating data from spreadsheets can take time and that advanced features may require a learning curve. ### Which product has better Reporting? Carta Equity Suite is favored for Reporting, with more reviewer-cited strengths and higher mention counts for reporting efficiency. - **Shareworks by Morgan Stanley:** Reviewers note robust reporting capabilities and ease of generating audit-ready reports, with positive feedback on cap table exports and financial disclosures. - **Carta Equity Suite:** Reporting efficiency is cited in 5 all-time reviews, with additional praise for clean, easy-to-interpret reports, automated audit trails, and comprehensive reporting tools.