---
title: Shareworks by Morgan Stanley Reviews
meta_title: 'Shareworks by Morgan Stanley Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 32 reviews by the users' company size, role or industry to
  find out how Shareworks by Morgan Stanley works for a business like yours.
aggregate_rating:
  rating_value: 3.8
  review_count: 32
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Shareworks by Morgan Stanley Reviews
**Vendor:** Morgan Stanley Smith Barney  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 3.8/5.0  
**Total Reviews:** 32
## About 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.



## Shareworks by Morgan Stanley Pros & Cons
**What users dislike:**

- Users find the **lack of mobile accessibility** frustrating, diminishing confidence in Shareworks' overall functionality and security. (1 reviews)
- Users find the interface **clunky and inconsistent** , raising concerns about the brand's commitment to user experience and security. (1 reviews)


## Shareworks by Morgan Stanley Discussions
  - [How much does Shareworks cost?](https://www.g2.com/discussions/how-much-does-shareworks-cost)
  - [Is Shareworks owned by Morgan Stanley?](https://www.g2.com/discussions/is-shareworks-owned-by-morgan-stanley)
  - [What does Shareworks by Morgan Stanley do?](https://www.g2.com/discussions/what-does-shareworks-by-morgan-stanley-do)
  - [What is Shareworks used for?](https://www.g2.com/discussions/what-is-shareworks-used-for)
  - [Why restrict your customer base?](https://www.g2.com/discussions/30651-why-restrict-your-customer-base) - 1 upvote

- [View Shareworks by Morgan Stanley pricing details and edition comparison](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews?page=4&section=pricing&secure%5Bexpires_at%5D=2026-08-09+15%3A36%3A55+-0500&secure%5Bsession_id%5D=9d48112b-147c-4bd3-a5ba-55f8318544f6&secure%5Btoken%5D=aa7472adccfdcea96c07988875788d1e069f2cf7193545edea8d959e8babc613&format=llm_user)

## Shareworks by Morgan Stanley Features
**Platform Basics**
- Reporting
- Investor Reporting

**Plan Management - Stock Plan Administration**
- Document Management
- Trading & Settlement
- Equity Compensation
- Cap Table
- Workflows

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard
- Activity Dashboard

**Compliance - Stock Plan Administration**
- Security
- Tax

**Platform Content**
- File Sharing

**Employee Self-Service - Stock Plan Administration**
- Documents
- Education

**Platform Additional Functionality**
- Cap Table
- 409a
- Public Equity

**Analytics & Data Management - Stock Plan Administration**
- Integration
- Reporting

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

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