EQUITY SOLUTIONS
PRIVATE COMPANIES

Equity Administration

Get the flexibility and technology you need to get equity right from the start with trusted data, real-time reporting and a single source of plan information.

Unify Your Data, Simplify Stock Plan Management

Your company has evolving needs, and that includes how you manage equity. Open the door to better-informed decision-making by uniting key stock plan information on a single, cloud-based platform. 

Thrive

Thrive 2027. Bigger Skies. Bigger Momentum.

Thrive is no ordinary conference, it's a leading-edge industry forum hosted by Morgan Stanley at Work, to dive into equity compensation and workplace benefit sessions, engage in roundtable discussions on pressing issues and earn continuing education credits. Join us June 14 – 17, 2027 at the Gaylord Texan Resort.

Registration opens Fall 2026.

Powerful Features, Seamless Integration

Cutting-edge technology meets global capabilities with one goal: to help your equity teams work with more clarity and deliver meaningful ownership at every stage.

Support for Private Company Liquidity Events
Consider enhancing your transaction workflow to help your teams more efficiently manage liquidity events and secondary transactions.
Financial Education for Participants
Support employee financial well-being with a robust learning curriculum including equity education, virtual and in-person sessions and digital tools.
Easier Collaboration
Streamline plan management and remove inefficient, linear processes by giving your departments access to real-time data.
Scenario Modeling
Inform decisions with a “sandbox” test site, which lets you model new grants, budget expenses and compare forecasting scenarios with total clarity.
Ready for Growth
Track tax rates and rules across jurisdictions, so you can prorate compensation and withholdings as your organization expands.
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.

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.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

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

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