About Us
Shareworks is a premier equity management solution that integrates cutting-edge technology with Morgan Stanley's
exceptional client service and preeminent wealth management offering, and is part of the new Morgan Stanley at
Work comprehensive suite of workplace financial solutions, including Financial Wellness and Retirement Solutions.
With smarter technology and outstanding client service, Shareworks simplifies the complexities of equity plan
management, while helping employees realize the full potential of their equity benefits.
An Evolving Process
Communication is never a process with a clear beginning and an
end. It evolves as needs and messages change, and that's part of
why it can be so fun (and also so challenging). Don't be afraid to
change your plans as new information is introduced, and always
solicit feedback from key stakeholders. Use this guide to bring
some structure into how you view the time you spend educating
employees about your equity program, and to help guide your
employees through their equity journey in a more fun and
meaningful way. You just might find it transforms into one of the
more exciting parts about your job!
SHARE WORKS
© 2021 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3745666 9/2021
Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly
owned subsidiaries of Morgan Stanley.
Shareworks
solutions@shareworks.com
shareworks.com
