Transaction Readiness Checklist | Morgan Stanley at Work

Our Solutions
Our Solutions
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
Insights & Resources
Insights & Resources
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Innovation
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.

Our Solutions
Our Solutions
follow us
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- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Equity Solutions
  
  With tailored equity compensation solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Financial Wellness
  
  By improving your employees’ financial wellness, you can benefit from a more productive workforce.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Retirement Solutions
  
  A comprehensive suite of solutions and investment experience that help your employees maximize their potential to reach their long-term goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Financial Empowerment
  
  A comprehensive program that gives employees the knowledge, tools and support they need to take charge of their finances.
Insights & Resources
Insights & Resources
- Insights
- Events & Webcasts
FOllOW US
- LinkedIn
- Workplace financial solutions that help your employees achieve their financial goals.
  
  Insights
  
  Insights brings industry professionals and thought leaders together to deliver the fresh perspectives and keen insights needed to drive your business forward.
- Workplace financial solutions that help your employees achieve their financial goals.
  
  Events & Webcasts
  
  Trends. Insights. Ideas. All curated to help your company and employees thrive.
INSIGHTS

Equity Solutions

Financial Wellness

Retirement Solutions
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Disclosures

This material has been prepared for informational purposes only. It is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy.

This material does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Information contained herein has been obtained from sources considered to be reliable. Morgan Stanley Smith Barney LLC does not guarantee their accuracy or completeness.

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

CRC#5537807 (04/2023)

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