TrustRadius

Shareworks, by Morgan Stanley vs. Pulley

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Shareworks, by Morgan Stanley
Score 7.2 out of 10
N/A
Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
Pulley
Score 0.0 out of 10
N/A
Pulley is the eponymous equity management platform from the company in San Francisco, that aims to provide the tools and insights to help the user's company fundraise smarter, attract better talent, and stay compliant.
$1,200
per year Greater than 25 stakeholders + $48 / additional stakeholder
Pricing
Shareworks, by Morgan StanleyPulley
Editions & Modules
No answers on this topic
Startup
$1200
per year Greater than 25 stakeholders + $48 / additional stakeholder
Growth
$3500
per year 40 stakeholders + $84 / additional stakeholder
Custom
Custom Pricing
Offerings
Pricing Offerings
Shareworks, by Morgan StanleyPulley
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Shareworks, by Morgan StanleyPulley
Considered Both Products
Shareworks, by Morgan Stanley
Verified User
Anonymous
Chose Shareworks, by Morgan Stanley
We like Carta because they offer transfer agent services in addition to Cap Table management.
Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
Verified User
Anonymous
Chose Shareworks, by Morgan Stanley
Shareworks was legacy account migrated from CapMx.
Pulley

No answer on this topic

User Ratings
Shareworks, by Morgan StanleyPulley
Likelihood to Recommend
1.0
(0 ratings)
-
(0 ratings)
Support Rating
9.0
(0 ratings)
-
(0 ratings)
User Testimonials
Shareworks, by Morgan StanleyPulley
Likelihood to Recommend
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
Verified User
Anonymous
Read full review
No answers on this topic
Pros
  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
Verified User
Anonymous
Read full review
No answers on this topic
Cons
  • At the time, couldn't calculate a formula based on milestone vesting
  • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
Verified User
Anonymous
Read full review
No answers on this topic
Support Rating
We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
Verified User
Anonymous
Read full review
No answers on this topic
Return on Investment
  • The ability to provide employees with an detailed view of their equity compensation and the real time value of the assets
  • Protection features in place to prohibit trading in blackout period
  • Option for employees to cover taxes related to share purchase and sales is a benefit to employees
Verified User
Anonymous
Read full review
No answers on this topic
ScreenShots