Shareworks by Morgan Stanley: Equity Management software

The platform gives plan administrators tools to create custom, global equity plans and to run reporting, including a sandbox environment for modeling, budgeting and comparing forecasting scenarios. ⁣‍⁠⁠​‌‍⁠‌‌​​⁠‌⁠‍​⁣Reporting is positioned as audit-ready and is intended to give organizations a single source of truth. Shareworks supports key reporting events for both private and public companies, including 409A valuations and Section 16 filings. Real-time data sharing from HRIS systems is available via API. Shareworks is offered separately for public companies and private companies. Shareworks by Morgan Stanley's website states that Morgan Stanley at Work does not provide legal or tax advice, and that users should rely on their own advisors. For private companies, Morgan Stanley at Work offers equity administration, liquidity and 409A valuation; for public companies, equity administration, financial reporting, global intelligence and executive services. Its client spotlights include MongoDB automating equity tax calculations. Shareworks services are provided by Morgan Stanley Smith Barney LLC, a wholly owned subsidiary of Morgan Stanley.