Shareworks vs Equity Edge Online

Shareworks8.9Visit EEEquity Edge Online8.8Visit

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

vs

EE Equity Edge Online #5 in Stock Plan Administration Software 8.8/10 Pricing on request ✓ 4 of 6 features Visit Morgan Stanley

• Shareworks fits best

  Mid-market and enterprise global equity programs

• Equity Edge Online fits best

  Mid-market and enterprise HR/payroll teams

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Side by side

Feature	Shareworks 8.9/10 Visit ↗	EEEquity Edge Online 8.8/10 Visit ↗
At a glance
Editor score	8.9	8.8
Ranking	#4 in Stock Plan Administration Software	#5 in Stock Plan Administration Software
Best for	Mid-market and enterprise global equity programs	Mid-market and enterprise HR/payroll teams
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
Support	Docs, Email, Phone	Email
Integrations	1 integrations	2 integrations
Built for	Mid-market, Enterprise	Mid-market, Enterprise
Features Shareworks 0/6 · Equity Edge Online 4/6
Employee grants	Not checked yet	✓ (best)
ESPP administration	Not checked yet	✓ (best)
Option exercise	Not checked yet	Not checked yet
Tax withholding	Not checked yet	✓ (best)
Participant portal	Not checked yet	Not checked yet
Reporting and exports	Not checked yet	✓ (best)
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	Supports stock plan accounting, recordkeeping and administration API platform connects with third-party HR and payroll applications Includes ESPP controls, international tax administration and audit controls
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	Pricing requires contacting sales Participant-facing features are less fully specified Integration details beyond HR and payroll systems are limited
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 →	Equity Edge Online is Morgan Stanley at Work’s cloud-based platform for administering stock plans at public and private companies. Its stated fit includes mid-market and enterprise organizations, particularly those that prioritize controls… 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

• Equity Edge Online — where it wins

  • Supports stock plan accounting, recordkeeping and administration
  • API platform connects with third-party HR and payroll applications
  • Includes ESPP controls, international tax administration and audit controls

  Where it doesn't

  • Pricing requires contacting sales
  • Participant-facing features are less fully specified
  • Integration details beyond HR and payroll systems are limited

• Shareworks8.9/10 · Pricing on request

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

  Visit ShareworksFull verdict →
• EEEquity Edge Online8.8/10 · Pricing on request

  A control-focused equity administration platform with HR/payroll APIs and reporting tools.

  Visit Morgan StanleyFull verdict →