G2 Vendor Directory

Shareworks by Morgan Stanley vs. Fidelity Private Shares

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

MetricShareworks by Morgan Stanley

by Morgan Stanley Smith Barney

Fidelity Private Shares

by Fidelity

Overall rating3.84.8
Review count3234
Ease of use7.98.8
Ease of setup8.09.2
Quality of support8.710.0
Meets requirements8.49.6
NPS18.7593.939394
Small Business21.9%83.9%
Mid-Market40.6%16.1%
Enterprise37.5%0.0%
Total page views336557
Total LLM citations3,0602,518

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

    Fidelity Private Shares

    Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management and making venture financing simpler. With our platform, you get everything you need to scale and exit: - Fundraise faster than ever before - Have more accurate data and documentation - Automate your legal operations Thousands of users, investors, and attorneys rely on us for fundraising and legal due diligence.

    Pros

    • Features
    • Ease of Use
    • Knowledge
    • Team Helpfulness
    • Customer Support
    • Onboarding Experience