G2 Vendor Directory

Shareworks by Morgan Stanley vs. Upstock.io

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

MetricShareworks by Morgan Stanley

by Morgan Stanley Smith Barney

Upstock.io

by Upstock.io

Overall rating3.84.2
Review count3237
Ease of use7.98.1
Ease of setup8.05.7
Quality of support8.77.9
Meets requirements8.48.3
NPS18.7537.837838
Small Business21.9%67.6%
Mid-Market40.6%21.6%
Enterprise37.5%10.8%
Total page views33636
Total LLM citations3,06013

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

    Upstock.io

    Upstock is a platform that simplifies equity compensation management by offering real-time tracking of Restricted Stock Units (RSUs) and performance-based equity plans. Designed to enhance employee engagement and retention, Upstock aligns team members' financial interests with company success across over 75 jurisdictions. Key Features and Functionality: - Real-Time Equity Tracking: Provides employees with motivational dashboards that display the growth and value of their equity in real time.

    Pros

    • Dashboard Visualization
    • Equity Management
    • Intuitive Design
    • User Interface
    • Transparency
    • Simple