Shareworks review
A broad platform for global plan administration, modeling, reporting, and employee transactions.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Shareworks pros and cons
- 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
Shareworks fact sheet, pricing and score →
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