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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Shareworks, by Morgan Stanley

    Score7.2 out of 10
    N/AShareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
    Pricing
    Shareworks, by Morgan Stanley
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Shareworks, by Morgan Stanley
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Shareworks, by Morgan Stanley
    Considered Both Products
    Shareworks by Morgan Stanley (formerly Solium Capital)
    Chose Shareworks, by Morgan Stanley
    We like Carta because they offer transfer agent services in addition to Cap Table management.
    Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
    Incentivized
    Chose Shareworks, by Morgan Stanley
    Not Applicable
    Incentivized
    Chose Shareworks, by Morgan Stanley
    Shareworks was legacy account migrated from CapMx.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Shareworks, by Morgan Stanley
    Likelihood to Recommend
    1.0
    (7 ratings)
    Support Rating
    9.0
    (1 ratings)
    User Testimonials
    Shareworks, by Morgan Stanley
    Likelihood to Recommend
    Shareworks by Morgan Stanley (formerly Solium Capital)
    Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
    Incentivized
    Read full review
    Pros
    Shareworks by Morgan Stanley (formerly Solium Capital)
    • Calendar of vesting schedule
    • Visibility into value of various equity based compensation
    • Ability to setup default release elections at vesting dates
    Incentivized
    Read full review
    Cons
    Shareworks by Morgan Stanley (formerly Solium Capital)
    • At the time, couldn't calculate a formula based on milestone vesting
    • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
    Incentivized
    Read full review
    Support Rating
    Shareworks by Morgan Stanley (formerly Solium Capital)
    We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
    Incentivized
    Read full review
    Alternatives Considered
    Shareworks by Morgan Stanley (formerly Solium Capital)
    We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
    Incentivized
    Read full review
    Return on Investment
    Shareworks by Morgan Stanley (formerly Solium Capital)
    • Positive - easy for employees to review stock plan and agreement.
    • Positive - easy to pull cap table reports.
    • Negative - requires a lot of administrative work for account activation, acceptance by users.
    • Negative - support is not responsive.
    Incentivized
    Read full review
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