--- title: "Shareworks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Shareworks Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/166953/Shareworks/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Shareworks Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Shareworks ## What is Shareworks ? Shareworks is an integrated equity compensation solution designed for private and public companies. An ecosystem solution, Shareworks works together seamlessly for improved accuracy, collaboration and decision making. Evolve from spreadsheets to a simplified, real-time solution with integrated cap tables, 409A valuations, and customizable ASC and IFRS reporting. Achieve audit-ready accuracy, empower owners with a mobile app and leverage support for global plans with tax and regulatory updates. ## What is Shareworks used for? [Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $3 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Shareworks ?[Manage this product listing](https://www.g2.com/products/shareworks/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Shareworks 3.2 (19) VS. [4.5 (44)](https://www.capterra.com/p/167640/Papaya-Platform/reviews/) Starting Price $3 Per Feature, Per Month Starting Price $5 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.1 (19) Ease Of Use 4.5 (60) Value For Money 3.1 (11) Value For Money 4.2 (58) Customer Service 2.5 (11) Customer Service 4.6 (60) ## Shareworks alternatives Highest Rated [4.9 (4,320)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.6 (59)](https://www.capterra.com/p/10052264/Qapita/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052264/Qapita/) [Certent](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [View all alternatives](https://www.capterra.com/p/166953/Shareworks/alternatives/) ## FAQs about Shareworks Overview ### Which roles and teams benefit most from Shareworks ? Shareworks is most used by finance leaders, stock plan analysts, and company secretaries managing equity compensation, ownership records, and compliance reporting. Operations and administrative teams coordinate plan-related processes, while senior directors and executives review ownership data and approvals. HR and talent coordinators support employee participation and communications around stock plans. Answer based on 19 reviews Overview ### What company size and specific industries is Shareworks built for? Shareworks is designed for public and private companies that need to manage capitalization tables, equity plans, and financial reporting. It is best suited to organizations with equity administration needs, including firms in finance, technology, and other sectors that handle complex ownership structures. Features and Usability ### What are the key features of Shareworks ? Shareworks offers cap table management, equity compensation management, and vesting management for stock plan administration. It also includes investor reporting, participant portal access, compliance management, and audit trail tools, plus reporting and analytics features such as dashboards, customizable reports, real-time data, and scheduled automated reports. Getting Started and Support ### What training and onboarding options does Shareworks offer? Shareworks provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does Shareworks offer? Shareworks provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat support. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so support experience details cannot be assessed from the catalog data alone. ## Features AI summary Based on 314 Equity Management reviews Capterra data shows that buyers of equity management software rank the following features as their top priorities: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Shareworks supports all three of the features reviewers value most: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity schedules accurately, give stakeholders easy access to relevant information, and monitor plan performance through clear reporting, allowing teams to manage equity programs with greater confidence and control. Cap Table Management 3.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Portfolio Management 2.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Compliance Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Document Storage 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Financial Modeling 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Decision-making process using businesses past, present and forecasted future operations. Investor Reporting 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Compile and report on all investor activities Shareworks 24 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - Forecasting: Form predictions based on past and present data/trends - Grant Management: Monitor application statuses, proposals and award funds - Investor Reporting: Compile and report on all investor activities - Multi-Currency: Manage and handle various international currencies - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Public Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Scenario Planning: Develop potential scenarios to identify risks and opportunities --- Features 3.2 (19) 3.2 Based on 19 reviews ## Pricing Value for money 3.1 (11) Free Trial Basic $3.00 Per Feature,Per Month Value for money 3.1 (11) 3.1 Based on 11 reviews ## Support, customer service and training options Customer Service 2.5 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.5 (11) 2.5 Based on 11 reviews ## User reviews Overall rating 3.2 Based on 19 reviews Filter by rating Counts reflect reviews available in this feed. 5(6) 4(3) 3(2) 2(4) 1(4) Mentioned topic Recent reviews first, then most helpful VR Verified Reviewer Talent Coordinator Used the software for: Less than 1 year ### "Love the dashboard" 5.0 February 4, 2019 Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things. Pros The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares. Cons Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Company Secretary Used the software for: 3-5 years ### "The best employee share scheme admin software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 31, 2020 Pros The admin features, reporting and award management, are terrific. Cons Some of the user experience for particpants is a little confusing for staff. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer CFO Used the software for: Less than 1 year ### "Software company run by a bank; non-intuitive cap table management; poor implementation; many clicks" 2.0 March 2, 2023 Shareworks does the job but gets you there in the most painful way. The way I can describe it is that it feels like a software company that is run by a bank. Very few improvements, confusing interface, customer support that does not care, nickel/dime you on fees.When I elevate the issues to an implementation manager, it is amazing how little they care about the issue, fixing the issue and making things right. Pros Shareworks calculates my stock compensation expense and is my system of record for cap table. Cons Shareworks is completely non-intuitive. In order to go from adding a participant to adding a grant to adding valuations, I totaled that it is over 25 steps. There is no "wizard" to help with adding. To make things more confusing, they also have "legacy" and "2.0" with no explanation. The number of clicks is mind boggling.The implementation team got our equity information wrong multiple times during implementation, resulting in significant delays to implementation, even though I had paid for the software. Additionally, they transfer you off of implementation before you even have your participants live or have your financial reporting complete.The software was built for employee equity management, and it is clear that they retrofitted it for cap table management (for example, everyone is referred to as an "employee"). There is no easy communication for investors.All reporting is static. Cap table reports are awful. I can't run a cap table with my ownership plus vested shares unless I merge 2 reports together. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Sr. Stock Plan Analyst Used the software for: 1-3 years ### "Very easy to navigate, not easy to obtain tax rates" 5.0 August 28, 2018 Pretty darn good. Pros I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation. Cons I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Khalid A. Operations Used the software for: 3-5 years ### "Legacy software that fails to deliver" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 August 22, 2024 Would avoid if possible. There are better, easier platforms to use. Pros It shows expected value of shares. It shows information on shares. Cons Poor user experience, hard to navigate and use. Constantly trying to get me to open an etrade account. No notifications when tax documentation is ready. Really a pain across multiple fronts. Carta was much easier and better to use for shareholders. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Analyst Used the software for: 3-5 years ### "Very poor product with useless customer service" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 April 29, 2019 Pros I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open. Cons Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Operations associate lead Used the software for: 3-5 years ### "Never on time" 2.0 Overall Rating 2.0 2.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 October 4, 2018 Overall experience was crap. I've been using Solium since our Company became public. I made some transaction here and there but the last two transaction that i did for a large amount of money was delayed. I requested to wired the funds to my Bank. Normally it should take 3-5 business days. My last transaction actually is still on escalation. Sold my stock 2 weeks ago and still havent got it. Contacted Solium about the delay but they keep saying that the transaction has made and my Bank should have it by now. I called my Bank to verify if they have any pending transaction for me but they said they do not see anything on their end. My Bank asked me to call Solium and ask them for the FED IMAD or SSM. I called Solium about it and the rep said he requested the information from their bank and it will take time, so he said he'll call me back. I received a call from the rep stating that they do not provide those information. I asked to talk to a supervisor or manager to better understand what causing the delay. Finally they transfer the call to one of the supervisor from Solium. He said that the cause of delay might be the ABA routing number that i use is wrong. I told him, how is that possible if i verified that ABA routing number to one of my Bank rep over the phone. He said he will send a escalation to their operations team about it and contact me within 24-48 hours. I found out that the note he pout on the escalation was "i put the wrong ABA routing" Pros Solium website is easy to use and very straight forward. Cons There's always delay when you do transaction Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Associate Scientist Used the software for: 3-5 years ### "Exceedingly difficult to access your account" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 February 17, 2021 If Shareworks ever eliminates the unnecessary obstacle course between users and logging into their accounts, it will be a good product. Until then, stay away. Pros Transparency, relevant information is available within Shareworks Cons Shareworks' login system is exceedingly not user friendly. Each account has four different usernames (account #, work and personal email, and username), and it's not clear if they are interchangeable. They have an over-zealous security system which makes it impossible to log in if you have had multiple unsuccessful logins (around five, which seems to include trying your four usernames). The account becomes "locked," and can only be unlocked by talking on the phone with a live representative, which is an option only available during Colorado weekday business hours. I was on hold for over 20 minutes the last time I had to unlock my account. As you can imagine, locking users out of their accounts is very serious for a company that is the gateway through which users can only purchase shares during open windows. For example, I learned from a colleague that our exercise window was about to close, and phoned Shareworks to access my account, but did not reach a representative before closing, so I was not able to exercise during that window, costing me a significant sum in additional taxes. In addition, the phone representative told me additional bugs in their login system, including users having more problems when logging in with emails (vs account #), and the app having more problems than the website for login password resets. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Head of Acquisition Used the software for: 3-5 years ### "Rip of my Shareworks under the name of fees and forex spreads " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 November 29, 2023 Im highly disappoint by the service because of following two reasons! - The reason is customer support representative giving all the wrong information upon calling her! - Selling your shares on morgan Stanley’s Shareworks is basically a rip off in terms of fees and forex charges. They charged me a staggering 3.5% of the total sell. This means if you are selling $100m from Shareworks then they will take $3.5m - Insane and unheard of!!! I’m attaching screenshots of what I have sold and what received in my bank account. I want my money back or reserve the transaction! Summary: I sold 277 Uber shares at a price of USD $53.443285, I would be receiving close to USD $14,790 (or AED 54,279 after removing wire fees) - where as I received USD $14,405 (AED 52,867) where is my remaining USD $384 (AED 1412) lost in this transfer? Pros None that are not in others There is nothing in particular which I can classify after using for 3+ years Cons Ripping off through forex rates of +3% - which means your 3% hosing is gone if you sell the rough them + on top of fees and other things Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Marketing Used the software for: 3-5 years ### "The poorest customer service" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 June 22, 2022 Pros The platform is somewhat easy to navigate. Cons I have had, truly, the most frustrating experience of any platform or financial institution while trying to transfer funds from Shareworks for the past ~9 months. I will actively advocate any current or future employers to use any other platform for equity management. Their customer service representatives have little to no product knowledge, they often hang up on calls when they do not know the answer, and offer little to no information on how or why transfers fail. Mailed checks are not tracked and each failed transaction comes at a cost. I absolutely hate the experience I have had with this company. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/166953/Shareworks/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Carta vs Shareworks](https://www.capterra.com/compare/166953-220278/Shareworks-vs-Carta)