Morgan Stanley at Work has announced several technology enhancements aimed at improving automation and user experience across its workplace benefits platforms. These platforms include equity compensation, retirement and executive services, as well as savings and giving programs.
The company’s Equity Edge Online (EEO) and Shareworks platforms serve approximately 40% of the S&P 500 in the United States. New features for EEO clients include the ability to customize incentive award packages within an integrated E*TRADE retail platform, define automated rules for ESPP eligibility, streamline trade restrictions for regulatory compliance, and improve international tax rate management.
Shareworks users will benefit from new stock certificate filtering features, enhanced tender offer workflows, digital spousal consent options, streamlined reporting for liquidity events, and a consolidated tax mobility engine.
Mark Mitchell, Chief Product Officer of Morgan Stanley at Work, stated: “As we continue to innovate, our focus remains on delivering greater scale and ease for those managing a mobile, global workforce. 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.”
Morgan Stanley at Work provides financial benefits that help companies attract talent by building financial confidence among employees. The firm offers solutions such as equity compensation, retirement planning, deferred compensation, executive services, saving plans, and giving programs.
Morgan Stanley Wealth Management is recognized for providing diverse financial services including brokerage advisory services and wealth planning. It is noted that Morgan Stanley Smith Barney LLC does not offer tax or legal advice; clients are advised to consult their own advisors before making decisions related to these areas.
Morgan Stanley operates globally with offices in 42 countries offering investment banking and management services among others. For further details about Morgan Stanley's offerings worldwide or specific regional availability differences in content or service offerings between US-based participants versus non-US participants can be found on their website.