Morgan Stanley at Work (previously Shareworks) equity management software is a leader in supporting unicorns and smaller private firms, as well as public companies. Armanino implements the Shareworks cloud-based platform, in addition to providing plan administration, expense accounting and participant support, allowing your business to streamline and customize your equity program.

Build Financial Confidence

Equity plans demand constant document and data coordination. We embed Morgan Stanley at Work’s AI tools like meeting summarizers, smart search and automated follow-ups into your processes to reduce the administrative work and keep your plans on track.

Armanino's CFO Advisory team works with the CFO organization to provide equity management support, technical accounting and valuation services. The Equity Management Solutions practice is made up of experts in equity administration, equity accounting, tax and human resources to help you manage your stock program and cap table within the larger context of your business. During the implementation process we review, analyze and challenge your data to verify that it is error free. Armanino works as an extension of your team to decrease the number of hours you devote to data input, participant inquires and accounting of stock options, preferred stock and warrants. We ensure your equity compensation plans are audit-ready for the IPO process, and our experts continue to support your business and Shareworks as you transition from a private to a public company.

Armanino is a leading Morgan Stanley at Work partner with clients across the nation. Our team has extensive Shareworks implementation and administration experience with specific focus on companies in the technology, biotech/pharmaceutical, and asset management industries.

Morgan Stanley at Work

Simplify Equity Plan Management With AI

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