EQUITY SOLUTIONS
PUBLIC COMPANIES

Equity Plan Administration

Streamline your equity plan administration with our next-generation technology, so you can get trusted data and real-time reporting.

Harness Data to Simplify Plan Management

As equity plans grow more complex, our solution helps brings everything together so plan administrators can keep pace, engage effectively and optimize how they manage plans.

Run reports with real-time information, including data migrated via API from HRIS systems. Intuitive drag-and-drop functionality makes it easy. Plus, use the “sandbox” test site to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

Purpose-Built for Easy Integration and Modern Workflows

Harness the power of our technology and support to help your equity administrative teams make well-informed decisions at every turn.

Streamlined Integration
Our API automates data imports from a wide range of third-party systems to help you get up and running with minimal downtime or manual entry.
Easier Collaboration
Streamline plan management and remove inefficient processes by giving your departments access to real-time data.
Built for a Global Workforce
Our customized tax tables help you stay informed about tax rates across jurisdictions, languages and time zones to help you understand where and when to withhold.
Let’s Start the Conversation

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Insights for a Modern Workplace

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Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice.  You should always consult with and rely on your own legal and/or tax advisors.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

 

Employee stock plan solutions are offered by Morgan Stanley at Work

Employee stock plan solutions offered by E*TRADE Financial Corporate Services, Inc. are part of Morgan Stanley at Work.

In connection with stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants.

Securities products and services are offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.  

All entities are separate but affiliated subsidiaries of Morgan Stanley.

Content and services available to non-US participants may be different than those available to US participants.

The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

© 2023 Morgan Stanley. All rights reserved.

 

CRC 5669723  05/2023

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