# Shareworks Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Shareworks Software - reviews, pricing plans, popular comparisons to other Equity Management products and more. Source: https://www.capterra.com/p/166953/Shareworks --- # Shareworks Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/) Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $3 Per Feature, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.shareworks.com/&name=Shareworks ) ## 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. [### Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting Price $3 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.1 (19) Ease Of Use 4.5 (85) Value For Money 3.1 (11) Value For Money 4.4 (65) Customer Service 2.5 (11) Customer Service 4.8 (80) ## Shareworks alternatives [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](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/) [SeedLegals](https://www.capterra.com/p/172337/SeedLegals/) [4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/) Starting price $49.00 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/172337/SeedLegals/) [WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [4.8 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [View all alternatives](https://www.capterra.com/p/166953/Shareworks/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 23 features Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Breakdown of all equity of the shareholders of a company Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Form predictions based on past and present data/trends Monitor application statuses, proposals and award funds Compile and report on all investor activities Manage and handle various international currencies Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Analyze and gain insights into data in real-time Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 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 5(6) 4(3) 3(2) 2(4) 1(4) Mentioned topic Sorted by most recent KA Khalid A. Operations Internet ### "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 0/10 August 16, 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. Switched from [Carta](https://www.capterra.com/p/220278/Carta/) Company made the decision because shareworks is better for admins. 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. KL Keryn L. Workshop Planner Mining & Metals ### "Security and Navigation " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 27, 2024 Pros Nothing too difficult to navigate navigate Cons It is impossible to access Shareworks The security features are too confusing. Past usernames and passwords are no longer accepted and trying to renew is impossible 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. HK Haris K. Head of Acquisition Internet ### "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 0/10 November 19, 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. AU Anonymous User CFO Biotechnology ### "Software company run by a bank; non-intuitive cap table management; poor implementation; many clicks" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 February 28, 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. Switched from [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) I switched from Certent due to Certent's very poor interface and capabilities. Shareworks is 4x the cost and is not much of an improvement. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reasons for choosing Shareworks I had used Carta in the past, and they have poor customer service and at the time could not handle LLC's. 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. RH Rebekah H. Product Manager Computer Software ### "Not the best platform " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 November 15, 2022 Would use it more if I could exercise through website Pros I like that I can clearly see my options by the date granted and # per date. Cons Can’t purchase through the website, that’s frustrating. Also would like more education resources on platform Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LL Lindsey L. Marketing Accounting ### "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 0/10 June 21, 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. CL Ca L. Associate Scientist Research ### "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 12, 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. PG Paul G. Company Secretary Internet ### "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 27, 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. RS raphael s. teller Financial Services ### "Great product for employee sharing plan" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 June 14, 2020 Overall, its a good product. I use it because i have no other choice. However, i do appreciate that things are very detailed and i also do like the mobile application. Awesome customer service by the way. Pros I use this product because its the one that is offered to me as the employee profit sharing plan. However, i must admit that it is very easy to use and very clearly detailed so its easy for users to understand. Cons When i created my account i had selected "TFSA" account however i was provided with a non registered account. This was something i was actually unaware of until i checked my account. I am still not sure what happened here. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Expert Telecommunications ### "Establishing a Clear Portal for RSUs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 11, 2020 Efficient, direct, and allows me to make the right decisions when needed. Pros Shareworks helps me access my portfolio with a user friendly interface. I would suggest this product to any company that want's to offer stocks to their employees. Cons I wish there was an easier way to transact selling off shares. As well as a more friendly color scheme. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/166953/Shareworks/reviews/) Popular comparisons [Carta vs Shareworks](https://www.capterra.com/compare/166953-220278/Shareworks-vs-Carta)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)