Seamless migration to Shareworks

Migrating your equity administration to Shareworks by Morgan Stanley is a powerful strategic move. It gives your enterprise world-class cap table management, global compliance controls, and robust participant portals.

However, moving legacy equity data, tax histories, and vesting schedules is high-stakes. A single misstep during platform migration can cause payroll tax errors, delayed grant acceptances, or an influx of panicked support tickets from employees.

We bridge the gap. We partner with your Finance, HR, and Legal teams to deliver end-to-end change management—ensuring your Shareworks migration is smooth, compliant, and warmly embraced by your workforce.

The Core Risks of Platform Migration

Moving from legacy software or manual spreadsheets to Shareworks involves far more than just data migration:

• Employee Confusion: Participants struggle to navigate new user-interface, tax elections, W8-9 certification, or brokerage linkages in Shareworks.
• Cross-Functional Friction: Concerns of breakdown of cross-functional workflows and integrations with Payroll, HR, and Tax teams.
• Data Validation Anxiety: Fear of corrupting historic grant data, cost basis information, or option exercise histories during cutover.
• Overcoming Inertia of using the old workflows: Fear of relearning a new platform and adopting new workflows and technology.

Our Shareworks Migration Framework

We manage the human and operational sides of your rollout so your internal team can stay focused on core business priorities.

1.Discovery & Cutover Mapping:Phase 1.

We map your current equity workflows, do inventory of all integrations and APIS, identify data transfer bottlenecks, and build a unified timeline aligned with your Shareworks implementation roadmap.

2.Stakeholder & System Alignment:Phase 2.

We align HR, Legal, Payroll, and Accounting teams on new operational handoffs, API integrations, and blackout periods ahead of go-live.

3.Tailored Participant Education:Phase 3.

We produce customized employee communication kits, video tutorials, and live Q&A sessions explaining how to log in, accept grants, and manage tax elections in Shareworks.

4.Go-Live & Hypercare Support:Phase 4.

During cutover week, we provide hands-on help-desk triage, sentiment tracking, and immediate troubleshooting to handle employee inquiries before they escalate.

What We Deliver During Your Shareworks Rollout

Key Area	Deliverables & Outcomes
Custom Communication Kits	Branded email series, launch announcements, and step-by-step PDF guides tailored to your specific equity plans (RSUs, Stock Options, ESPP).
Cross-Functional Training	Interactive workshops for Payroll and HR admins on day-to-day processing, reporting, and exception handling inside Shareworks.
Executive & Global Readiness	Specialized onboarding sessions for C-suite, board members, and international employees navigating cross-border tax considerations.
Post-Launch Hypercare	Dedicated support channels to answer participant questions on account setup, transfer agent links, and trading window policies.

“Equity isn’t just compensation—it’s trust.”

When you update how employees view and manage their equity, clear communication builds trust. We make sure your people feel supported, confident, and excited about the move to Shareworks.

Upgrade to Shareworks Without the Growing Pains

Planning a transition to Shareworks by Morgan Stanley in the coming quarters? Let’s ensure your go-live is a complete success. Contact us for a free consultation: