Morgan Stanley at Work announced a series of technology enhancements that continue to deliver automation and intuitive user experiences across its range of workplace benefits platforms—including equity compensation, retirement and executive services, as well as savings and giving programs.
 
Together, Morgan Stanley at Work platforms Equity Edge Online® (EEO) and Shareworks serve roughly 40% of the S&P 500 in the US.1 Similar to Shareworks, EEO clients can now:

• Customize incentive award packages and let participants select their award type allocations within a single, integrated E*TRADE retail platform.
• Leverage data points to define automated rules for including or removing participant populations from ESPP eligibility.
• Streamline trade restriction and blackout management for specific groups of participants, helping with regulatory compliance and allowing administrators to target their controls and oversight during sensitive trading windows.
• Enhanced ability for administrators to approve and implement international tax rates, mitigating manual intervention and supporting greater scale and accuracy for a global workforce.

 
And on the Shareworks platform:

• The introduction of user-friendly stock certificate filtering and sorting features, allowing Private Markets participants to organize and select specific stock certificates for sale according to their personal financial goals.
• Increased flexibility in the tender offer workflow through customizable tables that are specifically designed for different types of equity, allowing issuers to easily display and adjust information and move custom fields into the letter of transmittal for a smoother, more precise participant experience.
• New digital in-platform spousal consent and streamlined reporting provide increased clarity and auditability in authorizing who can sign liquidity event documents.
• Consolidated tax mobility engine for easier onboarding and feature upgrades, including migration of cost basis reporting to Morgan Stanley’s centralized system for more efficient and reliable year-end tax procedures.

 
“As we continue to innovate, our focus remains on delivering greater scale and ease for those managing a mobile, global workforce,” said Mark Mitchell, Chief Product Officer of Morgan Stanley at Work. “We’re investing heavily in performance enhancements across all our platforms—saving time for critical tasks and taking our cutting-edge administrative experiences to the next level. There’s much to look forward to in 2025 as we chart a path toward a more fully integrated user experience.”