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Morgan Stanley's equity plan management for pre-IPO and public companies
Shareworks by Morgan Stanley is an equity plan management platform for private companies preparing for IPO and public companies managing equity compensation programs at scale. Operated by Morgan Stanley following the acquisition of Solium Capital in 2019, Shareworks benefits from Morgan Stanley's global financial infrastructure, brokerage capabilities, and institutional relationships to provide a comprehensive equity administration ecosystem. The platform manages stock option plans, restricted stock units (RSUs), employee stock purchase plans (ESPPs), and performance share units (PSUs) with the compliance and reporting depth required for companies subject to SEC regulations. For pre-IPO companies, Shareworks manages cap table complexity as it scales to hundreds or thousands of equity holders, with the organizational rigor required for a successful S-1 filing and IPO process. Post-IPO, the platform handles insider trading compliance, blackout period enforcement, Rule 10b5-1 plan management, and 10-K/proxy statement equity disclosure support. Global equity plan administration covers international equity grants with country-specific tax withholding, reporting, and regulatory compliance across 120+ countries. Employee equity portals provide participants with grant management, exercise workflows, and tax documentation. The brokerage integration with Morgan Stanley E*TRADE provides seamless equity transaction execution for employees. For companies in growth stages where IPO is a realistic near-term possibility, establishing Shareworks early provides continuity through the pre-IPO, IPO, and public company phases without platform migration.