Shareworks by Morgan Stanley Reviews & Product Details

I really like ShareWorks because it helps me know my stocks' value in real-time. I am just a new user of ShareWorks, but it's very helpful in a way that I don't have to focus on checking day and night about my invested stock. It makes the investment procedure easier and less 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 less risky. Review collected by and hosted on G2.com.

With the overall structure of ShareWorks, I can say that it is an easy platform to invest in; however, maybe due to my lack of knowledge about investing in stocks, the screen looked crowded, especially when it was my first time accessing it. There was so much information on it, and that confused me a lot as a beginner. Nevertheless, the more time I access the platform, I started to understand the significance of each number and indicator on the platform. Review collected by and hosted on G2.com.

It shows the value of my portfolio in various currencies. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

I can see my shareholding and value. Admins like it. Review collected by and hosted on G2.com.

User interface is horrible, very challenging to use. There are no notifications when tax documents are produced which makes it really hard to keep track of. It's hard to get in touch with customer support. Carta is better in every way possible for shareholders Review collected by and hosted on G2.com.

Access to portfolio from mobile, synced with bank institution Review collected by and hosted on G2.com.

User interface and process to elect allocation of vesting shares is very unclear Review collected by and hosted on G2.com.

Easy to use. Consumes less time for 409A projects. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Gives a clear record of all your future vestings. Also supports currencies other than USD. The iOS app works decently well. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Shareworks gives you a clear view into what kind of stock you own for your company and how to exercise your options Review collected by and hosted on G2.com.

Not a whole lot -more education inside the app could help too, but in generally they are pretty useful Review collected by and hosted on G2.com.

Clean UI, easy navigation & self-service Review collected by and hosted on G2.com.

Support articles / help center could be better structured for self-learning and deep dives on relevant topics like ISO vs. NSO Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

Shareworks managed our application-to-payment (what I will term our A2P process) promptly, ensuring no value was lost by benefit holders due to processing delays. This was critical as I have personally experienced how much value can be eroded from equity instruments over a few days due to avoidable delays. Review collected by and hosted on G2.com.

I loved every bit of the application. I only regret that I didn't get to use Shareworks long enough because companies in a certain industry were excluded from the list of customers served by the owners of the application Review collected by and hosted on G2.com.