Shareworks

RATING:

3.3

(18)

About Shareworks

Shareworks is a cloud-based equity plan management solution that assists small to large public and private organizations with asset and portfolio management. Key features include stock options exercising, e-filing, restricted stock planning, and financial reporting. The application comes with an activity tracking feature that allows users to monitor transaction details and generate bank account statements. Its dashboard allows users to view total portfolio value and associated tasks such as agreement grants, elected release methods, savings plans, and more. Additionally, stakeholders can use the capitalization (cap) table to monitor company’s equity status including fully diluted and outstanding shares in real-time. Shareworks helps employees participate in sh...

Shareworks Pricing

Contact Morgan Stanley for pricing information.

Starting price: 

$3.00 per month

Free trial: 

Available

Free version: 

Not Available

Shareworks cap table modeling screenshot
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Shareworks Reviews

Overall Rating

3.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

3

Customer Support

2.5

Value for money

3.5

Functionality

3.5

Most Helpful Reviews for Shareworks

1 - 5 of 18 Reviews

Anonymous

501-1,000 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2019

Love the dashboard

Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.

PROS

The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares.

CONS

Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.

Paul

Internet, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2020

The best employee share scheme admin software

PROS

The admin features, reporting and award management, are terrific.

CONS

Some of the user experience for particpants is a little confusing for staff.

Keryn

Mining & Metals, 10,000+ employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

FUNCTIONALITY

1

Reviewed March 2024

Security and Navigation

PROS

Nothing too difficult to navigate navigate

CONS

It is impossible to access Shareworks The security features are too confusing. Past usernames and passwords are no longer accepted and trying to renew is impossible

Eric

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed April 2018

The software is okay, but could be more user friendly.

PROS

The software seems to do its job of properly calculating the stock compensation expense for us, but also seems to be somewhat not user friendly. The customer service is also lacking in ability to help at times I feel. I feel like it takes some time to get responses sometimes.

CONS

The interface is confusing and not easy to use in my opinion. It feels like a dated interface that is not what people are used to today.

raphael

Financial Services, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2020

Great product for employee sharing plan

Overall, its a good product. I use it because i have no other choice. However, i do appreciate that things are very detailed and i also do like the mobile application. Awesome customer service by the way.

PROS

I use this product because its the one that is offered to me as the employee profit sharing plan. However, i must admit that it is very easy to use and very clearly detailed so its easy for users to understand.

CONS

When i created my account i had selected "TFSA" account however i was provided with a non registered account. This was something i was actually unaware of until i checked my account. I am still not sure what happened here.