Shareworks vs E*TRADE Stock Plan

Shareworks8.9Visit ESE*TRADE Stock Plan8.6Visit

Higher score Shareworks #4 in Stock Plan Administration Software 8.9/10 Pricing on request ✓ 0 of 6 features Visit Shareworks

vs

ES E*TRADE Stock Plan #7 in Stock Plan Administration Software 8.6/10 Pricing on request ✓ 2 of 6 features Visit E*TRADE

• Shareworks fits best

  Mid-market and enterprise global equity programs

• E*TRADE Stock Plan fits best

  Employers focused on participant stock-plan access

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Side by side

Feature	Shareworks 8.9/10 Visit ↗	ESE*TRADE Stock Plan 8.6/10 Visit ↗
At a glance
Editor score	8.9	8.6
Ranking	#4 in Stock Plan Administration Software	#7 in Stock Plan Administration Software
Best for	Mid-market and enterprise global equity programs	Employers focused on participant stock-plan access
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Shareworks 0/6 · E*TRADE Stock Plan 2/6
Employee grants	Not checked yet	✓ (best)
ESPP administration	Not checked yet	Not checked yet
Option exercise	Not checked yet	Not checked yet
Tax withholding	Not checked yet	Not checked yet
Participant portal	Not checked yet	✓ (best)
Reporting and exports	Not checked yet	Not checked yet
Specs
Participant limit	Not checked yet	Not checked yet
Our review
Pros	Create custom global plans and model budgeting and forecasting scenarios Support 409A valuations, Section 16 events, and audit-ready financial reporting Give employees tools to view awards, make elections, exercise, and sell shares	Shows holdings by benefit type or action status. Highlights grants ready for acceptance, unvested, sellable, or exercisable. Provides personalized action items and Tax Center document access.
Cons	Published award types cover RSUs, stock options, and employee stock purchase plans Pricing requires contacting sales HRIS data sharing is the specified integration pathway	Administration pricing is not published on the site. Stock plan commissions and fees are visible only after login. Published capabilities provide less detail on plan processing and reporting.
Our verdict	Shareworks is a cloud-based equity compensation platform for private and public companies, with a fit for mid-market and enterprise organizations managing global programs. Administrators can create custom plans, report on awards, model… Read the review →	E*TRADE Stock Plan is part of Morgan Stanley at Work’s employee stock plan services. It combines equity compensation plan administration solutions for companies with stock plan account access for participants. Employees can view holdings… Read the review →

Strengths and trade-offs

• Shareworks — where it wins

  • Create custom global plans and model budgeting and forecasting scenarios
  • Support 409A valuations, Section 16 events, and audit-ready financial reporting
  • Give employees tools to view awards, make elections, exercise, and sell shares

  Where it doesn't

  • Published award types cover RSUs, stock options, and employee stock purchase plans
  • Pricing requires contacting sales
  • HRIS data sharing is the specified integration pathway

• E*TRADE Stock Plan — where it wins

  • Shows holdings by benefit type or action status.
  • Highlights grants ready for acceptance, unvested, sellable, or exercisable.
  • Provides personalized action items and Tax Center document access.

  Where it doesn't

  • Administration pricing is not published on the site.
  • Stock plan commissions and fees are visible only after login.
  • Published capabilities provide less detail on plan processing and reporting.

• Shareworks8.9/10 · Pricing on request

  Global plan administration with employee award actions, reporting, and regulatory-event support.

  Visit ShareworksFull verdict →
• ESE*TRADE Stock Plan8.6/10 · Pricing on request

  Participant access to holdings, grant status, action items, and tax information.

  Visit E*TRADEFull verdict →