Tool profile
Equity Edge Online: cost, fit and limits
Equity Edge Online is a cloud-based stock plan administration platform from Morgan Stanley at Work that handles equity administration and financial reporting for public companies, plus liquidity and 409A valuation services for private companies, sold by segment.
What to know first
Equity Edge Online is Morgan Stanley's integrated cloud platform for administering stock plans. The product page splits public company paths (equity administration, financial reporting) from private company paths (liquidity, 409A valuation) and lists Global Intelligence and Executive Services modules. Employees reach stock plan accounts through the Morgan Stanley at Work login. No prices, trial or AI capability appear on the page opened.
Equity Edge Online at a glance
| Maker | Morgan Stanley at Work (Morgan Stanley), United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Cap Table Management Software in 2026, rank 11 of 11 |
| Website | morganstanley.com/atwork/equity-edge-online |
Who Equity Edge Online is best for
Public companies running stock plans
Equity administration and financial reporting are listed for public companies in one platform, which suits an equity team that books plan expense and files with regulators.
Private companies preparing liquidity
Liquidity and 409A valuation services are listed for private companies, which suits a company planning a tender offer or needing a valuation before granting options.
Companies already banking with Morgan Stanley
Participants use the Morgan Stanley at Work login, so employee accounts sit with an existing bank relationship and one sign-in covers plan holdings and related services.
Equity Edge Online plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Equity Administration for private companies | Not published | Liquidity and 409A valuation services listed on the solutions menu for private companies, with no price on the page opened. |
| Equity Administration for public companies | Not published | Equity administration and financial reporting listed on the solutions menu for public companies, with no price on the page opened. |
| Enterprise | Quote only | Contact the vendor for scope and price, since no contents or figures are published on the page opened for this tier. |
Checked November 2026.
What Equity Edge Online does
- Integrated cloud platform
- The page describes an integrated, cloud-based equity platform for stock plan administration, which means plan records, participant access and reporting sit in one environment. Public and private paths are separate.
- Financial reporting module
- Public companies get equity administration and financial reporting modules, which cover plan records and the numbers a finance team needs for expense reporting and disclosures.
- Liquidity and 409A
- Private companies get liquidity and 409A valuation services, which support option pricing and secondary transactions, though the page opened gives no turnaround or scope detail.
- Global Intelligence
- A Global Intelligence module is listed on the solutions menu, with no description on the page opened, so what data it covers must be asked of the vendor.
- Executive Services
- An Executive Services module is listed for company officers and insiders, with no description on the page opened, so ask what filings or reports it supports.
How Equity Edge Online handles your data
Only the product page and footer were opened. The page names Morgan Stanley Smith Barney LLC and E*TRADE Financial Corporate Services, Inc. in disclosures. It states no hosting region, retention period, certification or AI training policy, and privacy and terms pages were not opened. A page disclaimer notes that Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks. The vendor's policy was not checked for this.
Where Equity Edge Online falls short in practice
- No pricing. No prices or free trial appear on the page opened, and solutions are sold by segment, so a buyer must contact the vendor even to learn the order of magnitude.
- Separate paths. Public and private company solutions are separate, so a company moving from private to public changes service line and may repeat part of the onboarding.
- Naming. Stock plan accounts were previously called Shareworks, so older documents, contracts and help pages may use that name and need cross-checking against the current one.
Works with
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Equity Edge Online: common questions
Is Equity Edge Online the same as Shareworks?
A page disclaimer says Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks. Shareworks is therefore covered under this entry rather than listed separately in this ranking. Ask the vendor whether contracts signed under the older name still apply.
Does Equity Edge Online have AI features?
No AI capability is named on the page opened. The modules listed are equity administration, financial reporting, liquidity, 409A valuation, Global Intelligence and Executive Services, none described as AI. Ask whether any module uses machine learning. Ask for a feature list to confirm.
How much does Equity Edge Online cost?
No price is published on the page opened and no free trial is mentioned. The solutions are sold by segment for private and public companies, so contact the vendor for a quote and ask what it includes. Ask which segment your company falls into.
Who is Equity Edge Online for?
Public companies needing equity administration and reporting, and private companies needing liquidity and 409A valuation services. It is not aimed at seed startups looking for a free cap table. Check the segment before requesting a demo. It also covers valuation services.
Where is Equity Edge Online data hosted?
The page opened does not state a hosting region, and privacy and terms pages were not opened. Ask Morgan Stanley at Work for data handling documentation before onboarding any employee records. Ask whether data stays in the United States. Ask about retention periods too.