G2 Vendor Directory

Shareworks by Morgan Stanley vs. EquityList

A side-by-side comparison based on G2 review data.

MetricShareworks by Morgan Stanley

by Morgan Stanley Smith Barney

EquityList

by EquityList

Overall rating3.84.7
Review count32117
Ease of use7.99.2
Ease of setup8.09.1
Quality of support8.79.6
Meets requirements8.49.1
NPS18.7582.905983
Small Business21.9%52.6%
Mid-Market40.6%43.1%
Enterprise37.5%4.3%
Total page views336563
Total LLM citations3,0601,050

Shareworks by Morgan Stanley

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.

Pros

    EquityList

    EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits.

    Pros

    • Ease of Use
    • Dashboard Visualization
    • Equity Management
    • User Interface
    • Features
    • Team Helpfulness