EQUITY SOLUTIONS
PUBLIC COMPANIES

Financial Reporting

Achieve audit-readiness in real-time with scalable financial reporting tools.

Trust Your Numbers

 Our reporting solution is designed to deliver audit-ready reporting making this part of equity compensation management simpler for your teams.

Meet Your Financial Reporting Source of Truth

We bring it all together to help you manage your financial reporting with speed and efficiency.

Instant, Real-Time Reporting
Don’t rely on last week’s – or even the last hour’s – data. Run to-the-minute reports when you need them with a single click.
Aggregated View of Expenses
Get a detailed view of your organization’s equity compensation related expenses all in one report.
Customizable Reporting Templates
Adapt reports to your organization to keep pace with change and meet your team’s unique needs.
Featured Insight

Now Live: 2025 10b5-1 Plan Trends Report

Discover why 10b5-1 plans are essential to an integrated equity compensation strategy.

Read the study
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.

Smart, Simple, Streamlined

Our technology helps to simplify the complexities of financial reporting for your equity compensation plans.

  1. Easier Allocation and Tracking

    For both share and cost-settled awards, track and prorate any expense to any cost center in real time.

  2. Greater Accounting Clarity

    Clarify your numbers and create an audit trail. Even make adjustments after a period and true-up the following quarter with convenient expense snapshot feature.

  3. Fewer Unanswered Questions

    In-application expense scenarios help you confidently answer important “what if?” questions as they arise.

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.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC.

E*TRADE from Morgan Stanley is a registered trademark of 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.

© 2025 Morgan Stanley. All rights reserved.

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