Shareworks by Morgan Stanley
Reviews
Star rating
Rank in Equity Management
Pros and cons
Pros
Cons
- Lack of Mobile Accessibility
- UX Improvement
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 21.9% |
| Mid-Market | 40.6% |
| Enterprise | 37.5% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 1 | 1.5 |
Satisfaction ratings
What reviewers say
Used to manage stock portfolio, both desktop and mobile UI are not easy to navigate
“Access to portfolio from mobile, synced with bank institution”
Share-based compensation administered in an efficient and effective way
“Shareworks managed our application-to-payment (what I will term our A2P process) promptly, ensuring no value was lost by benefit holders due processing delays. This was critical as I have personally experienced how much value can be eroded from equity instruments over a few days”
Growth and Expansion Manager
“I like the fact that it doesn't only give me the ability to issue stock and engage, but also enough education about the market and what is currently happening.”