Morgan Stanley Bank, N.A.

Overview

Shareworks is the equity administration platform of Morgan Stanley at Work. It originated as Solium, a Calgary-headquartered provider of equity administration, financial reporting and compliance software, which Morgan Stanley acquired for US$1.1 billion in 2019. On completion the business was rebranded Shareworks by Morgan Stanley and became part of a new Morgan Stanley at Work suite alongside retirement and financial wellness services^[23].

The platform is aimed at companies whose equity programmes have outgrown start-up tools: private companies with large option pools, companies preparing to list, and listed companies running employee share plans. Its main advantage over standalone vendors is integration with Morgan Stanley’s brokerage and wealth business, which allows the same provider to administer grants before a listing and handle employee share sales after it.

Morgan Stanley’s product pages did not load during this review, so the feature list below is limited to what the acquisition coverage states, and no pricing is quoted. Shareworks is sold through enterprise contracts rather than self-serve plans.

Morgan Stanley Bank, N.A. features

• Equity administration for private and listed companies
• Financial reporting for equity plans
• Compliance reporting
• Part of Morgan Stanley at Work suite

Morgan Stanley Bank, N.A. pricing

Quote-based; no published plans.

Morgan Stanley Bank, N.A. strengths and limitations

Appears in

• Largest Banks in the US (2026) #17
• Best Cap Table Management Software in 2026 #11

Morgan Stanley Bank, N.A. alternatives and competitors

Alternatives to Morgan Stanley Bank, N.A.: companies ranked in the same lists.

• JPMorgan Chase
• Cake Equity
• Ally Bank
• The Northern Trust Company
• HSBC Bank USA, N.A.
• Carta
• Ledgy
• Fidelity Private Shares
• Mantle
• American Express National Bank
• Qapita
• Eqvista