Shareworks
Shareworks: A broad platform for global plan administration, modeling, reporting, and employee transactions. Ranked #1 of 29 in Equity Compensation Management Software by our editors (9.3/10); pricing: Pricing on request; best for organizations needing global plan modeling and reporting.
At a glance
- Editor score9.3 / 10
- PricingPricing on request
- Best forOrganizations needing global plan modeling and reporting
- Vesting rule supportCustom
- Facts checked20 Sep 2026
Where it wins
- Supports custom global plans and configurable vesting rules
- Combines modeling, budgeting, forecasting, and audit-ready reporting
- Enables employee award viewing, elections, exercises, and share sales
Where it doesn't
- Pricing requires contact with sales
- Integration coverage centers on HRIS data exchange
- Product availability and content may vary by jurisdiction
Our verdict on Shareworks
Shareworks is an equity compensation management platform for private and public companies. It is designed for plan administrators managing restricted stock units, stock options, and employee stock purchase plans, with custom vesting rules and support for global plan creation. Employees can use stock plan accounts to view awards, accept grants, make elections, exercise awards, and sell shares. The platform also includes an employee portal and valuation support.
Pricing is handled through a contact-sales model rather than published plan tiers. Its administrator feature set spans reporting, modeling, budgeting, and forecasting scenarios, alongside 409A valuation and Section 16 event management. Audit-ready financial reporting and real-time equity expense allocation and tracking add coverage for organizations that need financial and regulatory workflows connected to their equity programs. Buyers should expect a sales-led evaluation to determine fit and commercial terms.
Shareworks supports web access and API-based HRIS data sharing, with HRIS systems listed as its integration category. That makes it a fit for companies seeking a central system for plan administration, employee transactions, financial reporting, and workforce data exchange. Morgan Stanley at Work positions the service for organizations at different stages of maturity and supports both administrators and participants. Companies that need integrations beyond HRIS systems or operate across jurisdictions should assess how product availability and content apply to their specific setup before choosing it.
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Shareworks pricing
Shareworks fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Award types | restricted stock units; stock options; employee stock purchase plans |
| Vesting rule support | Custom |
| Employee portal | Yes |
| Tax reporting | Not verified |
| Valuation support | Yes |
| Recipient limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Docs, Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: HRIS systems |
| Pricing | Pricing on request |
| Website | morganstanley.com |
| Facts checked | 20 Sep 2026 |
Shareworks integrations
Shareworks lists 1 integrations on its own site.
- HRIS systems
Alternatives to Shareworks
- Computershare Employee Share PlansA broad managed service for complex, multinational employee equity programs.9.1
- CompXL Long-Term RewardsA broad equity administration system for employers managing complex long-term rewards.9.0
- LedgyA broad equity platform for international teams managing complex plans and reporting.8.9
See all Shareworks alternatives →
Shareworks vs the competition
- Shareworks vs Computershare Employee Share Plans
- Shareworks vs CompXL Long-Term Rewards
- Shareworks vs Ledgy
- Shareworks vs Certent Equity Management
- Shareworks vs Global Shares
- Shareworks vs Pulley
Compare Shareworks with any tool side by side →
Also Ranked In
Shareworks is ranked in 2 of our directories.
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Featured on iTechGuides
Shareworks is listed in our Equity Compensation Management 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 Oct 2026
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