Shareworks Reviews

The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares.

Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.

I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation.

I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear.

It shows expected value of shares. It shows information on shares.

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.

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.

I wish there was an easier way to transact selling off shares. As well as a more friendly color scheme.

Nothing too difficult to navigate navigate

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

I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.

Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

easy to navigate the equity management and platform which include a dashboard view and menu with features

owned by morgan stanley but lacks the interface is lacking for equity planning and financial advising, will have to move out to another portfolio to self manage

Transparency, relevant information is available within Shareworks

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.

The admin features, reporting and award management, are terrific.

Some of the user experience for particpants is a little confusing for staff.

The platform is somewhat easy to navigate.

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.

I like that I can clearly see my options by the date granted and # per date.

Can’t purchase through the website, that’s frustrating. Also would like more education resources on platform

The software seems to do its job of properly calculating the stock compensation expense for us, but also seems to be somewhat not user friendly. The customer service is also lacking in ability to help at times I feel. I feel like it takes some time to get responses sometimes.

The interface is confusing and not easy to use in my opinion. It feels like a dated interface that is not what people are used to today.

I really liked the way shares show up on the dashboard and it is very intuitive. Also, documents related to grants can be located easily

Session expires too soon and a bit advanced for first time users. It might confuse them. Otherwise everything is good

I find seeing and understanding my options simple and easy. The UI is easy to navigate

Nothing for me on this one. Not much to say I like this software.

I like how this software develops reports, analyses and is user friendly. Very easy to run graphs and also very easy to understand the graphs that are generated.

It would be nice to see additional functionalities in report analyses, research articles or resources to help people understand their shares.