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Solium Shareworks

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Overview

Solium Shareworks provides a comprehensive platform for managing equity compensation plans for private and public companies. The software helps with plan administration, financial reporting, and compliance. In 2019, Solium was acquired by Morgan Stanley and is now known as Shareworks by Morgan Stanley.

✨ Key Features

  • Equity Plan Administration
  • Cap Table Management
  • Financial Reporting
  • Executive Services
  • Global Compliance

🎯 Key Differentiators

  • Part of Morgan Stanley, offering integrated financial services
  • Extensive experience with public companies
  • Global presence and expertise

Unique Value: Combines leading equity management technology with the financial expertise and global reach of Morgan Stanley.

🎯 Use Cases (4)

Managing complex equity plans for large, multinational corporations. Administering stock options, RSUs, ESPPs, and other equity awards. Providing executive services for financial planning and reporting. Ensuring compliance with global tax and legal requirements.

✅ Best For

  • Global equity plan administration for public companies

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Early-stage startups with limited budgets and simple equity structures.

🏆 Alternatives

Carta Computershare E*TRADE Corporate Services

Offers a more comprehensive and integrated solution for public companies compared to platforms that primarily focus on startups.

💻 Platforms

Web

🔌 Integrations

HRIS systems Payroll providers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

Free tier: NA

Visit Solium Shareworks Website →