Global Shares (J.P. Morgan Workplace Solutions) vs Morgan Stanley Shareworks
A side-by-side comparison of Global Shares (J.P. Morgan Workplace Solutions) and Morgan Stanley Shareworks — two options for cap table & equity. Pricing, features, and honest pros and cons.
Category
Cap Table & Equity
Cap Table & Equity
Rating
4.1 / 5
3.9 / 5
Pricing
Enterprise / Custom
Enterprise / Custom
Best for
Late-stage companies with global employee equity programs
Pre-IPO companies planning the public-company transition
Key features
- Full-service global equity plan administration
- RSU, option, ESPP and LTIP support across jurisdictions
- Private-company cap table with round modeling
- Liquidity event and tender support
- Participant portals and financial education
- Equity plan administration for private and public companies
- Cap table management with liquidity event support
- Valuation and 409A-related services
- Global compliance and tax mobility support
- Participant financial wellness and education
Pros
- Genuine multi-country compliance depth
- J.P. Morgan ownership reassures boards and auditors
- Scales from late-stage private through public listing
- Deep bench for IPO transitions and tender offers
- Bank-grade compliance and participant services
- One vendor from late-private through public life
Cons
- Overweight for seed-stage cap tables
- Enterprise sales cycle and pricing
- Brand transition from Global Shares can confuse procurement
- Standalone Shareworks branding is being retired, muddying evaluation
- Heavy for early-stage cap tables
- Enterprise pricing and contracting