Pros y Contras de Shareworks by Morgan Stanley

I really like ShareWorks because it helps me know my stocks value realtime. I am just a new user of Shareworks but its very helpful in a way that I did not have to focus on checking day and night about my invested stock. It makes the job investment procedure easier and least risky compared to other investment platforms that I have tried and until today I still didn't understand their overall mechanics. The fun of investing a percentage of my salary through stocks provided in Shareworks makes it worthwhile and as well as less risky. Reseña recopilada por y alojada en G2.com.

With the overall structure of Shareworks, I can say that it is an easy platform to invest however maybe due to my lack of knowledge so much about investing in stock, the screen looked crowded especially when it was my first time accessing it. There was so much information on it, and that confuse me a lot as a beginner. Nevertheless, the more time I access the platform, I started to understand the significance of each number and indicators in the platform Reseña recopilada por y alojada en G2.com.

It shows the value of my portfolio in various currencies. Reseña recopilada por y alojada en G2.com.

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 that's what Morgan Stanley believes is passable for their products, it casts doubt on their care for more important areas such as cybersecurity. Reseña recopilada por y alojada en G2.com.

Puedo ver mi participación y valor. A los administradores les gusta. Reseña recopilada por y alojada en G2.com.

La interfaz de usuario es horrible, muy difícil de usar. No hay notificaciones cuando se producen documentos fiscales, lo que hace que sea realmente difícil hacer un seguimiento. Es difícil ponerse en contacto con el servicio de atención al cliente. Carta es mejor en todos los aspectos posibles para los accionistas. Reseña recopilada por y alojada en G2.com.

Acceso a la cartera desde el móvil, sincronizado con la institución bancaria. Reseña recopilada por y alojada en G2.com.

La interfaz de usuario y el proceso para elegir la asignación de acciones en consolidación es muy poco claro. Reseña recopilada por y alojada en G2.com.

Easy to use. Consumes less time for 409A projects. Reseña recopilada por y alojada en G2.com.

Only useful for easy projects.

A lot of things don't get saved after generating a report and you have to redo them.

Very slow interface. Reseña recopilada por y alojada en G2.com.

Gives a clear record of all your future vestings. Also supports currencies other than USD. The iOS app works decently well. Reseña recopilada por y alojada en G2.com.

The form to set up a foreign bank account is confusing and time consuming. Would be much better if they would provide interfaces to search for the required information. Reseña recopilada por y alojada en G2.com.

Shareworks gives you a clear view into what kind of stock you own for your company and how to exercise your options Reseña recopilada por y alojada en G2.com.

Not a whole lot -more education inside the app could help too, but in generally they are pretty useful Reseña recopilada por y alojada en G2.com.

Clean UI, easy navigation & self-service Reseña recopilada por y alojada en G2.com.

Support articles / help center could be better structured for self-learning and deep dives on relevant topics like ISO vs. NSO Reseña recopilada por y alojada en G2.com.

Intuitive, easy-to-use interface that shows pending anniversary dates. Easy secure access through our OKTA single sign on the platform makes it easy access on any device. Also gives easy access to stock RSU grant documents. Reseña recopilada por y alojada en G2.com.

No way to project stock price for unvested RSU's. It would be nice to be able to allow individual users to project these. Reseña recopilada por y alojada en G2.com.

Shareworks gestionó nuestro proceso de solicitud a pago (lo que denominaré nuestro proceso A2P) de manera rápida, asegurando que los titulares de beneficios no perdieran valor debido a retrasos en el procesamiento. Esto fue crítico ya que he experimentado personalmente cuánto valor se puede erosionar de los instrumentos de capital en unos pocos días debido a retrasos evitables. Reseña recopilada por y alojada en G2.com.

Me encantó cada parte de la aplicación. Solo lamento no haber podido usar Shareworks el tiempo suficiente porque las empresas de cierta industria fueron excluidas de la lista de clientes atendidos por los propietarios de la aplicación. Reseña recopilada por y alojada en G2.com.