Was ist Shareworks?

Plattform für die Verwaltung von Aktienplänen, die die Planverwaltung, Spesenabrechnung, Formularablage, Szenarienmodellierung und mehr übernimmt.

Wer verwendet Shareworks?

Unternehmen, die die Kontrolle über die Aktienpläne ihrer Mitarbeiter erhalten wollen.

Shareworks – Details

Morgan Stanley

1999 gegründet

Shareworks – Details

Morgan Stanley

1999 gegründet

Shareworks – Videos und Bilder

Videos zu Shareworks
Shareworks Software - 1 - Vorschau
Shareworks Software - 2 - Vorschau
Shareworks Software - 3 - Vorschau
Shareworks Software - 4 - Vorschau
Shareworks Software - 5 - Vorschau

Kosten ähnlicher Produkte wie Shareworks vergleichen


Nicht verfügbar
Nicht verfügbar
3,00 $/Monat
800,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Ja
Kostenlose Version Nein

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Nein

Shareworks – Bereitstellung und Support


  • E-Mail/Helpdesk
  • FAQ/Forum
  • Wissensdatenbank
  • 24/7 Live-Support
  • Chat


  • Cloud, SaaS, webbasiert
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (mobil)
  • iPhone (mobil)
  • iPad (mobil)


  • Persönlich
  • Live Online
  • Webinare
  • Dokumentation

Funktionen von Shareworks

  • API
  • Ad-hoc-Berichterstattung
  • Administrative Berichterstattung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Audit Trail
  • Ausgabenanalyse
  • Benchmarking
  • Berichterstattung und Statistik
  • Bewertungsmanagement
  • CRM
  • Cap Table (Kapitalisierungstabelle)
  • Compliance Management
  • Dealmanagement
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • Echtzeit-Analytik
  • Echtzeit-Daten
  • Entschädigungsmanagement
  • Finanzanalyse
  • Finanzmanagement
  • Finanzmodellierung
  • Geplante / automatisierte Berichte
  • Investor-Berichterstattung
  • Kostenanalyse
  • Kundenportal
  • Kundenspezifisches Branding
  • Leistungskennzahlen
  • Mehrere Währungen
  • Mitarbeiter-Bonusprogramme
  • Mitarbeitermanagement
  • Options-Management
  • Planungs-Tools
  • Portfoliomanagement
  • Private Equity
  • Prognose
  • Public Equity
  • Rollen-basierte Genehmigung
  • Statusverfolgung
  • Subventions-Management
  • Szenarioplanung
  • Teilnehmer-Portal
  • Transaktionshistorie
  • Vesting Management
  • Wirtschaftsprüfung-Management
  • Workflow-Management
  • Zusammenfassende Berichte

Siehe die vollständige Equity Management Software Liste

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Alle 13 Nutzerbewertungen lesen

Durchschnittliche Bewertung


Nutzerbewertungen nach Bewertung


Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Verifizierter Rezensent
Talent Coordinator in USA
Verifizierter Nutzer auf LinkedIn
Personalbeschaffung & -besetzung, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Love the dashboard

5 vor 3 Jahren

Kommentare: 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.


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.


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 G.
Company Secretary in Australien
Internet, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The best employee share scheme admin software

5 letztes Jahr


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


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

Kevin M.
Analyst in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Very poor product with useless customer service

1 vor 3 Jahren


I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.


Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

Verifizierter Rezensent
Sr. Stock Plan Analyst in USA
Verifizierter Nutzer auf LinkedIn
Internet, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Very easy to navigate, not easy to obtain tax rates

5 vor 3 Jahren

Kommentare: Pretty darn good.


I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation.


I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear.

Eric M.
Director of Finance in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

4 vor 4 Jahren


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.


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.