Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and web.
What Shareworks is
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and web. Administrators can create custom global plans and use reporting tools that include a sandbox for modeling, budgeting, and comparing forecasts. Reporting covers audit-ready outputs and events such as 409A valuations and Section 16 filings; the platform can also track capitalization data for private companies. Shareworks supports real-time data sharing from HRIS systems through an API. Morgan Stanley has announced integrations with Pave and Wilson Sonsini, as well as a Workday API for flexible file imports. The mobile app lets account holders view portfolios and transaction histories, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app listing says sign-in supports Face ID or Touch ID, communications are encrypted, and financial data is not stored on the device. Pricing is available on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.
Good
- Administrators can create custom global plans.
- Includes reporting for 409A valuations and Section 16 filings.
- Supports real-time HRIS data sharing via API.
- Mobile app supports viewing and transacting on shares.
Watch out
- Pricing is available on request.
- A Shareworks account is required for the mobile app.
- Mobile access is limited to Android and iOS.
Who it suits
Shareworks is for private or public companies administering equity compensation and employees or account holders managing their awards. It may suit organizations that need custom plans, HRIS data sharing, or reporting for listed compliance events.
Verdict
Shareworks combines plan administration, reporting, and account-holder mobile tools for equity compensation. Organizations should confirm pricing and whether its listed integrations and reporting cover their requirements.
Plans and prices
From Shareworks's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Shareworks | Priced on request | Pricing not stated on the product page |
The facts
Each one read from Shareworks's own pages, with the date it was checked.
What it does
- Account requirement
- A Shareworks account is required to use the mobile app.checked 10 Oct 2026
- Compliance events
- Reporting tools cover events including 409A valuations and Section 16 filings.checked 11 Oct 2026
- HRIS data
- Shareworks supports real-time data sharing via API from HRIS systems.checked 11 Oct 2026
- Integrations
- Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday.checked 11 Oct 2026
- Mobile security
- The iOS app says it uses Face ID or Touch ID, encrypts communications, and does not store financial data on the device.checked 10 Oct 2026
- Product
- Shareworks is an integrated equity compensation management platform for private and public companies.checked 11 Oct 2026
- Provider
- Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, which are wholly owned subsidiaries of Morgan Stanley.checked 10 Oct 2026
- Purpose
- Shareworks is an equity compensation management platform for private and public companies.checked 10 Oct 2026
- Reporting
- The platform offers reporting and a sandbox test site for modeling, budgeting, and comparing forecasting scenarios.checked 11 Oct 2026
- Security
- Morgan Stanley describes Shareworks as supporting secure collaboration with data protection and privacy features.checked 11 Oct 2026
- Service provider
- Shareworks services are provided by Morgan Stanley Smith Barney LLC and its affiliates, wholly owned subsidiaries of Morgan Stanley.checked 11 Oct 2026
- Support
- Plan administrators are directed to contact their Relationship Manager for support.checked 11 Oct 2026
Where it runs
- App security
- The iPhone app listing says sign-in supports Face ID or Touch ID, communications are encrypted, and financial data is not stored on the device.checked 11 Oct 2026
- Mobile app
- The Shareworks iPhone app lets account holders view portfolios and events, sell or transfer shares, and exercise options; a Shareworks account is required.checked 11 Oct 2026
The company
- Company founded
- Morgan Stanley says it was founded in 1935.checked 11 Oct 2026
- Headquarters
- Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036.checked 11 Oct 2026
- Private company features
- Shareworks can track corporate capitalization data for private companies.checked 10 Oct 2026
Money
- Global plans
- Administrators can create custom global plans using the platform.checked 11 Oct 2026
- Plan administration
- Administrators can create custom global plans and use reporting tools, including a sandbox for modeling, budgeting, and comparing forecasts.checked 10 Oct 2026
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