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Shareworks Compensation Management from Morgan Stanley
Provides equity plan management, scenario modeling, employee portal, reporting and compliance for venture capital-backed and private companies. Integrates with cap table management and employee education.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
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Compensation Structure Flexibility
(13 Yes /13 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
The product enables the creation and management of equity compensation arrangements, including vesting and performance-based plans, which cover carried interest scenarios relevant to private/VC-backed companies. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Shareworks supports co-investment and side-by-side program tracking for stakeholders, as detailed in product documentation. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance-based bonus modeling is supported (including bonus pools, achievement triggers, custom rules, and scenario modeling). | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Management fee calculations are included via compensation and plan modeling tied to cap tables and fund structures. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
There are multiple plan templates to choose from and customize, designed for a variety of compensation structures. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
The platform handles pro rata allocations among equity/option holders and stakeholders according to plan rules. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Waterfall and scenario modeling tools allow detailed construction of distribution hierarchies/tiered payouts. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Admins can support and assign multiple vesting schedules based on user or group. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
The system can make retroactive adjustments and recalculate payments upon plan amendments or data changes. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Enables definition of compensation at individual, group, or organizational levels for tailored reporting and allocation. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Integration with legal documentation (plan documents, grants, agreements) is supported for compliance and consistency. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Shareworks tracks equity and compensation across multiple funds/SPVs within the same organization. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred compensation (vesting, future payouts) structures are available in plan setup and management. |
Data and Workflow Integration
(9 Yes /9 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
Open APIs and connectors are offered to integrate with finance, HR, accounting, and cap table systems. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time data sync with core HR, payroll, and cap table data is implemented where APIs are available. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk import/export tools are documented for handling large data sets (employee uploads, grant issuance, etc.). | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Automated notifications and deadline reminders are built into the portal and admin tools. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Workflow automation is present for approvals, exercise requests, and reporting cycles. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Linkage of compensation and grant records with legally signed documents is supported via document management modules. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
Integrates with external data feeds (e.g., 409A providers, payroll) and receives updates from outside sources. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
System enforces data validation (duplicate check, correct formatting) during data upload/workflow. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Batch processing is supported for calculations, uploads, and scheduled updates (noted in product literature). | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
No information available |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Rich dashboarding features allow user-level customization of views and metrics. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Performance metrics, equity trends, and bonus calculations update in real time within the platform. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Compliance reporting available for tax, regulatory, and shareholder requirements. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Users can drill down from summary metrics to underlying grant and payment details. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Reports are exportable in Excel, CSV, and PDF formats from the interface. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Automated, scheduled report delivery for stakeholders is a standard feature. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Allows for custom calculated fields and metrics, as per documentation and admin interface. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical plan and transaction data is stored and available for trend analysis. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access controls for reporting and dashboards by user permission/role is available. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Built-in charts and visualization for compensation analytics are present. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Complex waterfall modeling and analysis for equity distribution is available. |
User and Stakeholder Management
(9 Yes /9 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based access is possible—granular permission sets for admins, HR, employees, etc. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
The system is designed to manage multiple types of stakeholders including external advisors, investors, and employees. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Stakeholder self-service portals provide secure access to individual statements, awards, and plan documents. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Audit trail of plan changes, user activity, and system actions is present (per compliance requirements). | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Delegated administration is possible (e.g. regional admins, department admins) per product documentation. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user/admin onboarding, uploads, and updates are supported. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
Single sign-on (SSO) and enterprise authentication features are documented for larger clients. | |
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Group Permissions Permissions and configurations can be set by user groups. |
User groups and group-level permissions are supported in administration. | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
Two-factor authentication (2FA) is supported for administrators and sensitive user actions. |
Security and Compliance
(6 Yes /6 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Data is encrypted in transit and at rest as part of Morgan Stanley's security protocols. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
Morgan Stanley At Work (Shareworks) holds industry security certifications, including SOC 2. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
GDPR/CCPA compliance tools and controls are supported, with documented privacy management features. | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
Continuous monitoring and detection of anomalous or suspicious activity is part of the system's compliance regime. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
No information available | |
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Security Incident Alerts Immediate notification of potential security incidents. |
No information available | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
No information available | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive audit logging, including user and system actions, is available for compliance and review. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Admins can define custom user roles and permissions for granular control. |
Calculation Engine Performance
(3 Yes /3 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
System is designed for large, growing organizations (late-stage VC, enterprises) and is noted for handling scale. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Audit logs document calculation iterations and outcome changes. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Multi-currency calculations for grants, vesting, and exercises are supported, with automatic FX rate updating. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
No information available |
Audit and Transparency
(5 Yes /5 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Tracks all changes to compensation data, plans, and stakeholder records for audit. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Change logs specify user, date, and data changes. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Read-only, shareable audit and compliance reports are available for external review. | |
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Access Reports Lists users who have accessed/key compensation records. |
System tracks and reports on record access for administrators. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
No information available | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflows (e.g., grant approval, exercise) are time- and user-stamped. |
Configurability and Customization
(7 Yes /7 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Supports user- and admin-level custom fields for compensation objects. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Approval workflows are configurable with optional multi-step logic. | |
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White-labeling Custom branding and client-facing experience. |
Client branding (white-labeling) options are available for portals and communications. | |
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Localization Support Supports multiple languages and regional data formats. |
Platform supports multiple languages and local formats for international companies. | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
User and role-based dashboard configurations are available. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Formula builder and scenario modeling tools are in the core functionality. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Custom notification triggers (e.g., vesting events, exercise windows) may be configured. |
Scalability and Deployment Options
(6 Yes /6 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
The product is a SaaS/cloud solution. | |
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On-premises Deployment Supports on-premises installation if preferred. |
No information available | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Supports multi-entity/fund management in a single cloud environment. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Cloud hosting features elastic scaling as part of platform infrastructure (by Morgan Stanley At Work). | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Browsers and some mobile devices have access to core features; mobile support is documented. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Disaster recovery and backup services are described in the enterprise service literature. | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-redundancy and high-availability hosting is described as part of data center operations. |
Support and Vendor Services
(9 Yes /9 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
Morgan Stanley support is available 24/7 to enterprise clients. | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Assigned account manager for major clients is described in the service model. | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
SLAs are a standard part of enterprise and institutional Shareworks agreements. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Comprehensive onboarding/training (online, documentation, webinars) is provided. | |
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User Community and Forums Online resources for peer learning and support. |
Online knowledge base, community, and peer forums are available. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Shareworks provides regular roadmap and product update briefings. | |
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Professional Services Team Vendor offers implementation and customization services. |
Implementation, professional, and consulting services are described as available from Morgan Stanley's team. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
Customer usage reports, adoption analytics, and support statistics are tracked and available to clients. | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
In-app help, guided tours, interactive support, and documentation are features highlighted in the client portal. |
Internationalization and Regulatory Support
(7 Yes /7 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Supports multi-currency calculations and reporting as a core requirement for global VC/private company clients. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Automated tax calculations for various countries are part of the product's compliance and reporting options. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
Regulatory compliance templates are part of the library (ISO, IFRS, SEC, etc.) | |
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Local Language Reporting Built-in support for report generation in local languages. |
Report generation supports multiple languages and country-specific reporting requirements. | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Cross-border compensation payment and compliance are highlighted for international stakeholders. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
Supports international number/date formats in reporting, as part of global/localization support. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Document management modules can be configured for country/jurisdictional compliance. |
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