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Head-to-head · Stock Plan Administration Software

Morgan Stanley at Work vs Schwab StockPlanManager

  • Updated Nov 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Morgan Stanley at Work #3 in Stock Plan Administration Software 9.0/10 Pricing on request ✓ 5 of 6 features Visit site
Schwab StockPlanManager #6 in Stock Plan Administration Software 8.7/10 Pricing on request ✓ 5 of 6 features Contact Schwab

Morgan Stanley at Work leads on 0 checks, Schwab StockPlanManager 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 scoreMorgan Stanley at Work · 9.0/10

Morgan Stanley at Work scores higher on our rubric for stock plan administration software: 9.0 against 8.7 out of 10; our editors rank them #3 and #6.

Morgan Stanley at Work is the better fit for mid-size and large employers with global equity plans. Schwab StockPlanManager is the better fit for enterprises managing insider filings and global tax.

  • Morgan Stanley at Work fits best

    Mid-size and large employers with global equity plans

  • Schwab StockPlanManager fits best

    Enterprises managing insider filings and global tax

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Side by side

Feature Morgan Stanley at Work 9.0/10 Visit ↗ Schwab StockPlanManager 8.7/10 Visit ↗
At a glance
Editor score 9.0 8.7
Ranking #3 in Stock Plan Administration Software #6 in Stock Plan Administration Software
Best for Mid-size and large employers with global equity plans Enterprises managing insider filings and global tax
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
Platforms Web, iOS, Android Web
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Morgan Stanley at Work 5/6 · Schwab StockPlanManager 5/6
Employee grants ✓ ✓
ESPP administration ✓ ✓
Option exercise ✓ (best) Not checked yet
Tax withholding Not checked yet ✓ (best)
Participant portal ✓ ✓
Reporting and exports ✓ ✓
Specs
Participant limit Not checked yet Not checked yet
Our review
Pros
  • 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
  • Web-based SEC Forms 3, 4, and 5 filing tools and an insider holdings database
  • Blackout controls and restrictions for selected employees
  • EquiView tracks global tax withholding for mobile employees
Cons
  • 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
  • EquiView is available to employers using Schwab's full or co-sourced administration
  • Administration arrangements are tailored to each plan
  • Grant, vesting, and exercise administration receives limited detail
Our verdict

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 →

Schwab StockPlanManager is a web-based platform for employers and stock plan administrators managing company equity programs. It combines secure exchange of employee award information with participant communications, reporting, and tools…

Read the review →
  1. Morgan Stanley at WorkStock Plan Administration Software 9.0Pricing on request
  2. Schwab StockPlanManagerStock Plan Administration Software 8.7Pricing on request

Strengths and trade-offs

  • 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

  • Schwab StockPlanManager — where it wins

    • Web-based SEC Forms 3, 4, and 5 filing tools and an insider holdings database
    • Blackout controls and restrictions for selected employees
    • EquiView tracks global tax withholding for mobile employees

    Where it doesn't

    • EquiView is available to employers using Schwab's full or co-sourced administration
    • Administration arrangements are tailored to each plan
    • Grant, vesting, and exercise administration receives limited detail
  • Morgan Stanley at Work9.0/10 · Pricing on request

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

    Visit siteFull verdict →
  • Schwab StockPlanManager8.7/10 · Pricing on request

    StockPlanManager pairs equity-plan workflows with Section 16 filings and global tax reporting.

    Contact SchwabFull verdict →

More comparisons

All stock plan administration software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

Last updated · How we research and update