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Head-to-head · Stock Plan Administration Software

Fidelity Stock Plan Services vs Morgan Stanley at Work

  • Updated Nov 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Fidelity Stock Plan Services #2 in Stock Plan Administration Software 9.2/10 Pricing on request ✓ 5 of 6 features Visit Fidelity
Morgan Stanley at Work #3 in Stock Plan Administration Software 9.0/10 Pricing on request ✓ 5 of 6 features Visit site

Fidelity Stock Plan Services leads on 0 checks, Morgan Stanley at Work on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFidelity Stock Plan Services · 9.2/10

Fidelity Stock Plan Services scores higher on our rubric for stock plan administration software: 9.2 against 9.0 out of 10; our editors rank them #2 and #3.

Fidelity Stock Plan Services is the better fit for large employers managing varied equity plans. Morgan Stanley at Work is the better fit for mid-size and large employers with global equity plans.

  • Fidelity Stock Plan Services fits best

    Large employers managing varied equity plans

  • Morgan Stanley at Work fits best

    Mid-size and large employers with global equity plans

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Side by side

Feature Fidelity Stock Plan Services 9.2/10 Visit ↗ Morgan Stanley at Work 9.0/10 Visit ↗
At a glance
Editor score 9.2 9.0
Ranking #2 in Stock Plan Administration Software #3 in Stock Plan Administration Software
Best for Large employers managing varied equity plans Mid-size and large employers with global equity plans
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Fidelity Stock Plan Services 5/6 · Morgan Stanley at Work 5/6
Employee grants ✓ ✓
ESPP administration ✓ ✓
Option exercise ✓ ✓
Tax withholding ✓ (best) Not checked yet
Participant portal ✓ ✓
Reporting and exports Not checked yet ✓ (best)
Specs
Participant limit Not checked yet Not checked yet
Our review
Pros
  • Supports options, ESPPs, restricted stock, performance awards, and SARs
  • Participants can enroll, accept grants, exercise options, and make tax elections
  • NetBenefits supports account viewing, trading, and moving money on mobile
  • Create customized global equity plans and track vesting and award balances
  • Share data with HRIS systems through a real-time API
  • Support participant grant acceptance, option exercises and share sales
Cons
  • Pricing requires contacting sales
  • Plan administration sits alongside services from the company or other providers
  • Participant share management depends on Fidelity accounts
  • Pricing requires a request-a-demo sales path
  • The named integration capability focuses on HRIS data sharing
  • Its tools center on equity-plan administration, not general HR management
Our verdict

Fidelity Stock Plan Services provides recordkeeping and administrative services for employers’ equity compensation plans, with participant-facing tools in Fidelity NetBenefits. It supports stock options, employee stock purchase plans,…

Read the review →

Morgan Stanley at Work provides workplace stock-plan services, including Shareworks, for public and private companies. Its equity compensation tools cover plan creation and administration, while employees can review and accept awards,…

Read the review →
  1. Fidelity Stock Plan ServicesStock Plan Administration Software 9.2Pricing on request
  2. Morgan Stanley at WorkStock Plan Administration Software 9.0Pricing on request

Strengths and trade-offs

  • Fidelity Stock Plan Services — where it wins

    • Supports options, ESPPs, restricted stock, performance awards, and SARs
    • Participants can enroll, accept grants, exercise options, and make tax elections
    • NetBenefits supports account viewing, trading, and moving money on mobile

    Where it doesn't

    • Pricing requires contacting sales
    • Plan administration sits alongside services from the company or other providers
    • Participant share management depends on Fidelity accounts
  • Morgan Stanley at Work — where it wins

    • Create customized global equity plans and track vesting and award balances
    • Share data with HRIS systems through a real-time API
    • Support participant grant acceptance, option exercises and share sales

    Where it doesn't

    • Pricing requires a request-a-demo sales path
    • The named integration capability focuses on HRIS data sharing
    • Its tools center on equity-plan administration, not general HR management
  • Fidelity Stock Plan Services9.2/10 · Pricing on request

    A full-service option for employers administering multiple equity plan types and participant activity.

    Visit FidelityFull verdict →
  • Morgan Stanley at Work9.0/10 · Pricing on request

    Global plan administration connects grants, vesting, exercises, share sales and reporting.

    Visit siteFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

Last updated · How we research and update