Morgan Stanley

Morgan Stanley Global Stock Plan Services Migrates Corporate Clients to Newly Redesigned Recordkeeping Portal StockPlan Connect

Sep 2, 2015

New York —

Morgan Stanley today announced that its Global Stock Plan Services (GSPS) group recently completed the successful migration of over 300 corporate clients to its newly redesigned equity recordkeeping portal, StockPlan Connect. Over one million participants in more than 150 countries manage their equity using this streamlined, intuitive and mobile responsive website, accessible via over 100 devices.

“As participants reevaluate the way they consume information and engage digitally, their expectations of service providers are shifting,” said Chris Randazzo, Chief Information Officer for Morgan Stanley Wealth Management and Investment Management and Head of Institutional Wealth Services. “We incorporated feedback from our corporate clients and their participants via various engagement channels to ensure StockPlan Connects new features and functionality would meet their needs. The end product has proven to be a tremendous success, receiving recognition from our corporate clients and industry peers alike.”

In tandem with StockPlan Connect, Global Stock Plan Services released its first iteration of a participant Knowledge Center, with a mobile-optimized version following shortly thereafter. The Knowledge Center features a variety of educational content, ranging from user guides and videos in multiple languages to infographics and thought leadership articles.

“Our goal with the Knowledge Center is two-fold, provide information to stock plan participants regarding StockPlan Connect as well as helping participants understand the ever-growing importance of equity compensation to their wealth planning goals. This resource provides access to the full power of the Morgan Stanley franchise,” said Evan Siegal, Head of Corporate Equity Solutions Communication and Training.

Development of a StockPlan Connect mobile app is currently underway, targeted for launch later this year.

“In our approach to technology, we look to leverage current industry best practices to ensure we make enhancements and respond quickly to client requests, all while delivering a smooth user experience on multiple devices and platforms,” said Mr. Randazzo. “Since the initial release in October 2014, we have implemented many enhancements to the StockPlan Connect experience, and will continue to do so in the coming months.”

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit

Please visit to view our latest videos and educational content around StockPlan Connect and for more information about Morgan Stanley Corporate Equity Solutions.

Christine Jockle, 914-225-6827

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