Morgan Stanley Global Stock Plan Services Launches StockPlan Connect

New York —

 

Morgan Stanley announced today that its Global Stock Plan Services (GSPS) group recently launched a new online stock plan portal, StockPlan Connect, which will enable 1.5 million participants in over 150 countries  to manage their equity compensation plans with ease. 

StockPlan Connect is the product of extensive industry research and in-depth consultations with a top design firm.  The site’s enhanced features − including a simplified registration process, intuitive navigation and mobile accessibility − were incorporated based on intelligence gathered from corporate clients and plan participants through focus groups, surveys and the GSPS Participant Advisory Council.  Following launch, the dynamic site will evolve at an accelerated pace to reflect user feedback, incorporate innovative features and functionality, and continually meet participants’ ever-changing needs.

“A hallmark of our approach to technology development, as with the redesign of our stock plan portal, is to consider how participants use technology and consume information.  StockPlan Connect offers an exceptional user experience.  It is the first of several new product and service enhancements that we will implement to enrich participant experience and education through multiple channels, including print, digital, and our dedicated financial advisors and service representatives,” said Joe Vaccarino, Head of Global Stock Plan Services.

Morgan Stanley unveiled StockPlan Connect at the annual conference of the National Association of Stock Plan Professionals (NASPP) in Las Vegas in early October.  Clients began transitioning to the redesigned stock plan portal on October 31, 2014, and will continue do so in waves over the coming months.  This month, Global Stock Plan Services will also launch Knowledge Centers aimed at equipping its corporate clients and plan participants with education on equity compensation services, participant education, thought leadership and application training.

Chris Randazzo, Chief Information Officer for Morgan Stanley Wealth Management and Investment Management and Head of Corporate Equity Solutions, said, “We are strategically focused on our stock plan products and services, and are committed to the technology investment needed to support our corporate clients and their employees around the world.  There are a lot of exciting offerings in the pipeline for participants and corporate clients.”   

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, investment management, and wealth 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 www.morganstanley.com.

Please visit www.stockplanconnect.com/preview.html for a video introduction to the site and http://www.morganstanley.com/spc/knowledge/#/my-advisor/peachtree for more information about Morgan Stanley Global Stock Plan Services.

©2014 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 1065515 11/2014

Media Relations Contact: Christy Jockle, 914.225.6827