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Morgan Stanley at Work

#3 of 26 in Stock Plan Administration Software

Morgan Stanley at Work: Global plan administration connects grants, vesting, exercises, share sales and reporting. Ranked #3 of 26 in Stock Plan Administration Software by our editors (9.0/10); pricing: Pricing on request; best for mid-size and large employers with global equity plans.

9.0/10Editor score
Morgan Stanley at Work9.0 Visit site

At a glance

  • Editor score
    9.0 / 10
  • Pricing
    Pricing on request
  • Best for
    Mid-size and large employers with global equity plans
  • Option exercise
    Yes
  • Facts checked
    14 Nov 2026
  • 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

Our verdict on Morgan Stanley at Work

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, follow vesting, view balances, exercise options, and sell or transfer shares. The combination suits mid-size and large employers managing global equity plans, as well as participants who need access to their awards through web and mobile platforms.

The administration toolkit spans plan setup, participant activity, reporting, and forecasting. Administrators can create customized global plans, share data with HRIS systems through a real-time API, and produce reports for equity-related events such as 409A valuations and Section 16 filings. A sandbox test site supports budgeting and forecasting scenarios. Employees also receive automated notifications about upcoming award-related events, alongside participant education and support for company equity programs. This breadth makes the service relevant to organizations coordinating plan operations and employee access, rather than teams looking only for a grant-tracking tool.

The service is offered through a request-a-demo path, with pricing handled by contacting sales, so buyers should expect a sales conversation as part of evaluation. Its stated ecosystem connection is HRIS data sharing, and its core scope remains stock-plan services rather than general HR administration. Choose Morgan Stanley at Work if global plan creation, equity-event reporting, and participant transactions belong in one stock-plan offering. Employers seeking a self-serve purchase process or a broader HR platform may prefer to compare alternatives. The web, iOS, and Android access supports both administrators and participants, while API availability provides a path for HRIS data exchange.

Your product? Our editors can test Morgan Stanley at Work in depth and publish a review, labelled as paid · from $149/mo →

Morgan Stanley at Work pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 14 Nov 2026.
See plans on morganstanley.com

Morgan Stanley at Work fact sheet

Free planNot verified
Paid fromNot verified
Employee grantsYes
ESPP administrationYes
Option exerciseYes
Tax withholdingNot verified
Participant portalYes
Participant limitNot verified
Reporting and exportsYes
DeploymentCloud, Mobile
PlatformsWeb, iOS, Android
Built forMid-market, Enterprise (editorial estimate)
Integrations1 integrations: HRIS systems
PricingPricing on request
Websitemorganstanley.com
Facts checked14 Nov 2026

Morgan Stanley at Work integrations

Morgan Stanley at Work lists 1 integrations on its own site.

  • HRIS systems

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Morgan Stanley at Work vs the competition

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Featured on iTechGuides

Featured on iTechGuides — Morgan Stanley at Work 9.0/10

Morgan Stanley at Work is listed in our Stock Plan Administration Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

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