Morgan Stanley at Work enhances technology

Morgan Stanley at Work today announced three strategic product enhancements to its Equity Edge Online® (EEO) and Shareworks share plan platforms, designed to streamline functionality for Morgan Stanley at Work’s corporate clients and their participants in the work placement.

With these technology upgrades to EEO and Shareworks, corporate customers will experience new processes that drive efficiency, increase productivity and increase satisfaction.

The platforms’ new technology capabilities and features include:

  • Expanded fractional share trading capabilities in both Shareworks and EEO that allow share plan participants to trade any fraction of their equity shares, or sell just enough to cover taxes and keep the rest. This helps them retain a larger number of equity shares post-acquisition, expands their tax strategy options, and increases engagement and satisfaction with their plans.
  • A fully automated leave administration process in Shareworks where share plan administrators no longer need to manually update individual vest schedules when a participant leaves and/or returns. Plan administrators can now handle this frequent occurrence automatically with a simple status rule, saving time and minimizing errors.
  • A new automation framework in EEO called Workflows allows inventory plan managers to create customized automated processes, reducing individual manual steps. Automated workflows help administrators coordinate and deploy end-to-end processes on the same platform, store the parameters they need, isolate specific participant populations, and run workflows for specific events, all from a single place

“Over the past two years we have made significant progress in bringing together the best of the best of Shareworks and Equity Edge Online,” said Mark Mitchell, Chief Product Officer, Morgan Stanley at Work. “We are firmly positioned to improve the lives of administrators and their participants through technology that turns analog processes into seamless automation. These recent improvements help save companies time and cost while mitigating risk. There is much more to come as we continue to invest heavily in our people, platforms and products.”

About Morgan Stanley at Work

Morgan Stanley at Work offers a suite of financial solutions, including equity compensation through Shareworks and E*TRADE Equity Edge Online, Retirement and Financial Wellness Solutions. Morgan Stanley at Work combines Morgan Stanley’s cutting-edge planning and intellectual capital with financial education delivered through multiple channels to enable employees to build a holistic plan to achieve their financial goals. Shareworks services are provided by SIPC member Morgan Stanley Smith Barney LLC and its affiliates, and E*TRADE Financial Corporate Services, Inc. offers Equity Edge Online® employee stock plan solutions, both parts of Morgan Stanley at Work and all wholly owned subsidiaries of Morgan Stanley.

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management is a leading financial services firm that provides access to a broad range of products and services to individuals, businesses and institutions, including investment advisory and brokerage services, financial and wealth planning, investment products and services cash and loan management, annuities. and insurance, retirement and trust services.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm that provides a broad range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the firm’s employees serve clients around the world, including corporations, governments, institutions and individuals. For more information about Morgan Stanley, visit www.morganstanley.com.

Shareworks, a part of Morgan Stanley at Work, is provided by SIPC member Morgan Stanley Smith Barney LLC and its subsidiaries, all wholly owned subsidiaries of Morgan Stanley. E*TRADE Financial Corporate Services, Inc., part of Morgan Stanley at Work, offers Equity Edge Online employee stock plan solutions. Securities products and services are offered by SIPC Member E*TRADE Securities LLC. In connection with the stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants. E*TRADE Financial Corporate Services, Inc. and E*TRADE Securities LLC are separate but affiliated subsidiaries of Morgan Stanley.

Morgan Stanley Wealth Management is the trading name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. SIPC member.

CRC 4897127 08/2022

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