Our premier equity management offering, blending Solium’s renowned cutting-edge technology with Morgan Stanley’s 45 years of exceptional client service in the stock plan business and its 80+ years of preeminent wealth management experience1. Shareworks by Morgan Stanley will simplify the complexities of equity plan management, while helping you realize the full potential of your equity benefits. With smarter technology, user friendly tools, outstanding client service and extensive educational resources, we provide you with:
- StockPlan Connect, an intuitive, multi-lingual, multi-currency participant portal that allows you to track and manage your stock plans in real-time, even when you’re on the go
- Knowledgeable Service Professionals to answer your questions around the globe, with Service Centers in Australia, Europe, and North America
- Dedicated support for the Financial Advisors who service corporate officers, directors, and affiliates, from the specialized professionals of the Executive Financial Services group
- Experienced Financial Advisors to assist you in defining and reaching your financial goals, offering you more flexibility, more capability, and more insight than you are likely to find anywhere else
The Knowledge Center represents the latest addition to Morgan Stanley’s ever-expanding list of resources, which are meant to inform and empower you as you manage your equity awards and your wealth. Here you will find user guides to facilitate your experience with StockPlan Connect, education on the various aspects of equity compensation, and informative articles to bolster your financial literacy.
*Morgan Stanley Global Stock Plan Services now called Shareworks by Morgan Stanley
1All data as of December 31, 2018.
J.D. Power 2018 Certified Contact Center ProgramSM recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc.
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