Advanced Solutions

Solve your toughest equity plan challenges with specialized plan support from our team.

Let’s Solve It Together

Complex challenges require focused, experienced guidance, including those around your equity plan. Our solutions can help your organization get global equity right.

Support for Your Equity Plan

When offering equity to your employees we can help make that happen to achieve your team’s goals.

Administration Support
Get temporary plan administration support from our team.
Support for Corporate Actions
Utilize the tools and flexible assistance for mergers, acquisitions, spin-offs and stock splits.
Automation and Integration
Eliminate manual file processing by leveraging existing tools and solutions for automating your data feeds.
Process Optimization
Empower teams to maximize efficiency by fully utilizing all available tools.
Data Transformation Support
Get support with large data clean-up projects and data conversion initiatives
Let’s Start the Conversation

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Employees
  1. Financial Education: Support financial well-being with a robust learning curriculum, virtual and in-person education sessions and digital tools personalized to each employee.

  2. Financial Guidance: Support your employees with personalized financial guidance for their unique financial needs. 

Advantages For Your Company
  1. Help Attract and Retain Talent: Stand out in a tight labor market by offering employees a unique blend of knowledge, tools and support.

  2. Instill Financial Confidence: Offer guidance and a range of tools and resources, to help employees build financial acumen and get support when they need it.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.