Tech Enhancements from Morgan Stanley at Work Drive Scale and Chart Path for Integrated Experience in 2025
Morgan Stanley at Work has announced significant technology enhancements across its workplace benefits platforms, including equity compensation, retirement, executive services, and savings programs. The company's platforms, Equity Edge Online® (EEO) and Shareworks, collectively serve approximately 40% of the S&P 500 companies in the US.
Key improvements to EEO include customizable incentive award packages, automated ESPP eligibility rules, streamlined trade restriction management, and enhanced international tax rate implementation. Shareworks platform updates feature new stock certificate filtering capabilities for Private Markets, customizable tender offer workflows, digital spousal consent features, and a consolidated tax mobility engine.
These enhancements aim to increase automation and provide more intuitive user experiences, with further developments planned for 2025 to create a more integrated platform experience.
Morgan Stanley at Work ha annunciato significativi miglioramenti tecnologici nelle sue piattaforme di benefici aziendali, tra cui compensi azionari, pensioni, servizi per dirigenti e programmi di risparmio. Le piattaforme dell'azienda, Equity Edge Online® (EEO) e Shareworks, servono collettivamente circa il 40% delle aziende S&P 500 negli Stati Uniti.
I principali miglioramenti a EEO includono pacchetti di premi incentivanti personalizzabili, regole automatizzate di idoneità ESPP, gestione semplificata delle restrizioni sulle negoziazioni e un'implementazione migliorata delle aliquote fiscali internazionali. Gli aggiornamenti della piattaforma Shareworks presentano nuove capacità di filtraggio dei certificati azionari per i mercati privati, flussi di lavoro personalizzabili per offerte pubbliche di acquisto, funzioni di consenso digitale per i coniugi e un motore di mobilità fiscale consolidato.
Questi miglioramenti mirano ad aumentare l'automazione e a fornire esperienze utente più intuitive, con ulteriori sviluppi previsti per il 2025 per creare un'esperienza di piattaforma più integrata.
Morgan Stanley at Work ha anunciado importantes mejoras tecnológicas en sus plataformas de beneficios laborales, que incluyen compensación en acciones, jubilación, servicios ejecutivos y programas de ahorro. Las plataformas de la compañía, Equity Edge Online® (EEO) y Shareworks, sirven colectivamente a aproximadamente el 40% de las empresas del S&P 500 en EE. UU.
Las principales mejoras en EEO incluyen paquetes de premios de incentivos personalizables, reglas automatizadas de elegibilidad para ESPP, gestión simplificada de restricciones comerciales e implementación mejorada de las tasas impositivas internacionales. Las actualizaciones de la plataforma Shareworks presentan nuevas capacidades de filtrado de certificados de acciones para mercados privados, flujos de trabajo personalizables para ofertas públicas de adquisición, funciones de consentimiento digital para cónyuges y un motor consolidado de movilidad fiscal.
Estas mejoras tienen como objetivo aumentar la automatización y proporcionar experiencias de usuario más intuitivas, con más desarrollos planeados para 2025 para crear una experiencia de plataforma más integrada.
모건스탠리 앳 워크는 주식 보상, 은퇴, 경영진 서비스 및 저축 프로그램을 포함하여 직장 혜택 플랫폼에서 중요한 기술 개선을 발표했습니다. 이 회사의 플랫폼인 Equity Edge Online® (EEO)와 Shareworks는 공동으로 미국 S&P 500 기업의 약 40%에 서비스를 제공합니다.
EEO에 대한 주요 개선 사항은 개인화된 인센티브 보상 패키지, 자동화된 ESPP 적격성 규칙, 간소화된 거래 제한 관리 및 향상된 국제 세율 구현을 포함합니다. Shareworks 플랫폼 업데이트는 개인 시장을 위한 새로운 주식 증명서 필터링 기능, 개인화된 공개 제안 작업 흐름, 디지털 배우자 동의 기능 및 통합 세금 이동 엔진을 특징으로 합니다.
이러한 개선 사항은 자동화를 증가시키고 보다 직관적인 사용자 경험을 제공하는 것을 목표로 하며, 2025년까지 더 통합된 플랫폼 경험을 만들기 위한 추가 개발이 계획되어 있습니다.
Morgan Stanley at Work a annoncé des améliorations technologiques significatives dans ses plateformes de bénéfices en milieu de travail, y compris la rémunération en actions, les retraites, les services exécutifs et les programmes d'épargne. Les plateformes de l'entreprise, Equity Edge Online® (EEO) et Shareworks, servent collectivement environ 40 % des entreprises du S&P 500 aux États-Unis.
Les améliorations clés apportées à EEO incluent des packages de récompenses incitatives personnalisables, des règles d'éligibilité ESPP automatisées, une gestion simplifiée des restrictions commerciales et une mise en œuvre améliorée des taux d'imposition internationaux. Les mises à jour de la plateforme Shareworks incluent de nouvelles capacités de filtrage des certificats d'actions pour les marchés privés, des flux de travail d'offres d'achat personnalisables, des fonctionnalités de consentement numérique pour les conjoints et un moteur de mobilité fiscale consolidé.
Ces améliorations visent à accroître l'automatisation et à offrir des expériences utilisateur plus intuitives, avec d'autres développements prévus pour 2025 afin de créer une expérience de plateforme plus intégrée.
Morgan Stanley at Work hat erhebliche technologische Verbesserungen seiner Arbeitsplatzleistungsplattformen angekündigt, einschließlich Aktienvergütung, Ruhestandspläne, Führungsservices und Sparprogramme. Die Plattformen des Unternehmens, Equity Edge Online® (EEO) und Shareworks, bedienen gemeinsam etwa 40 % der S&P 500-Unternehmen in den USA.
Wesentliche Verbesserungen von EEO umfassen anpassbare Anreizvergütungspakete, automatisierte ESPP-Eignungsregeln, optimierte Handelsbeschränkungsverwaltung und verbesserte internationale Steuersatzimplementierung. Die Updates der Shareworks-Plattform bieten neue Filtermöglichkeiten für Aktienzertifikate im Bereich private Märkte, anpassbare Abläufe für Übernahmeangebote, digitale Zustimmungsmöglichkeiten für Ehepartner und einen konsolidierten Steuermobilitätsmotor.
Diese Verbesserungen zielen darauf ab, die Automatisierung zu erhöhen und intuitivere Benutzererlebnisse zu bieten. Weitere Entwicklungen sind für 2025 geplant, um eine integriertere Plattformerfahrung zu schaffen.
- Serves approximately 40% of S&P 500 companies in the US
- Enhanced automation and efficiency in platform operations
- Improved compliance and risk management features
- Expanded international tax handling capabilities
- None.
Insights
The comprehensive platform enhancements announced by Morgan Stanley at Work represent a strategic positioning move in the highly competitive workplace benefits administration space. The 40% market share among S&P 500 companies through EEO and Shareworks platforms demonstrates significant market penetration, creating a robust moat through technological infrastructure.
The automation improvements are particularly noteworthy from a business perspective. By streamlining processes like ESPP eligibility determination, trade restriction management and international tax rate implementation, Morgan Stanley is addressing key pain points in global equity compensation administration. This automation drive should translate into:
- Reduced operational costs through decreased manual intervention
- Lower error rates in critical compliance areas
- Improved scalability of services without proportional cost increases
- Enhanced client satisfaction through faster processing times
The platform consolidation strategy, particularly evident in the tax mobility engine integration, positions Morgan Stanley advantageously for cross-selling opportunities and increased client retention. By creating a more cohesive user experience across their suite of services, they're raising switching costs for institutional clients while simultaneously improving service quality.
Looking at broader market implications, these enhancements reflect Morgan Stanley's commitment to maintaining its competitive edge in the workplace benefits sector, a high-margin business that generates stable, recurring revenue streams. The focus on private markets functionality also aligns with the growing importance of private market investments and the increasing demand for liquidity solutions in this space.
Suite of platform enhancements drive increased automation and intuitive user experience across Morgan Stanley at Work platforms for 2025
Together, Morgan Stanley at Work platforms Equity Edge Online® (EEO) and Shareworks serve roughly
- 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.”
About Morgan Stanley at Work
Morgan Stanley at Work provides workplace financial benefits that build financial confidence and foster loyalty—helping companies attract and retain top talent. Our end-to-end solutions support your organization at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service; they include Equity, Retirement, Deferred Compensation, Executive Services, and Saving and Giving solutions. And while we’re fulfilling your company’s benefits needs, we’re also enhancing your employees’ financial well-being. Each benefit solution also includes our engaging Financial Wellness program, which provides employees with knowledge, tools, and support to help them make the most of their benefits and achieve their life goals.
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
Content and services available to non-US participants may be different than those available to US participants. Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in
© 2025 Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
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1 S&P 500 Companies Represented includes companies for which Morgan Stanley provides equity compensation solutions as of July 2024.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250128819033/en/
Media Relations:
Lynn Cocchiola, Lynn.Cocchiola@morganstanley.com
Jeanne Joe Perrone, Jeanne.Perrone@morganstanley.com
Source: Morgan Stanley
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