G2 Vendor Directory

Shareworks by Morgan Stanley vs. Optio Incentives

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

MetricShareworks by Morgan Stanley

by Morgan Stanley Smith Barney

Optio Incentives

by Optio Incentives

Overall rating3.84.8
Review count3275
Ease of use7.99.5
Ease of setup8.09.5
Quality of support8.79.8
Meets requirements8.49.6
NPS18.7591.891892
Small Business21.9%21.3%
Mid-Market40.6%50.7%
Enterprise37.5%28.0%
Total page views336591
Total LLM citations3,0601,032

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

    Optio Incentives

    Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs.

    Pros

    • Customer Support
    • Team Helpfulness
    • Ease of Use
    • Equity Management
    • User Interface
    • Intuitive Design