Morgan Stanley at Work Announces 2022 End of Year Technology Enhancements
09 Dezembro 2022 - 12:00PM
Business Wire
Updates to stock plan platforms unify and personalize the user
experience for both participants and administrators across the full
suite of Morgan Stanley at Work offerings.
Morgan Stanley at Work today announced a fresh bundle of
technology enhancements on its stock plan platforms Equity Edge
Online® (EEO) and Shareworks, which together serve roughly 40% of
the S&P 500 in the US.1 The updates target smoother engagement
for Morgan Stanley at Work’s corporate clients and participants,
focusing on fractional shares, personalized participant videos,
automated translations, and gifting vested shares in time for the
year-end holidays.
Expanded and enhanced functionalities include:
- A feature in Shareworks that enables stock plan participants to
easily gift or transfer their vested shares to family, friends, or
charity. With 42% of all gifts of equity shares occurring over the
holiday season, this timely upgrade helps maximize the control
participants wield over their equity.
- A fractional shares withholding capability in EEO that reduces
the need for restricted stock recipients to fund tax consequences
out of pocket, which is a major pain point. Now participants can
simply use fractional shares up to a precisely rounded decimal
point to cover tax collection needs.
- A new video experience on the Shareworks platform that offers
companies the ability to engage directly with their participants
through personalized vesting videos, connecting them to relevant
information when it matters most.
- Expanded translation capabilities in Shareworks that allow plan
administrators to navigate their company admin site in their native
language, with the ability to translate the admin dashboard,
employee tabs, delivered plans, reports, and tools tabs.
These updates come as a part of Morgan Stanley at Work’s ongoing
rollout of a more integrated user experience, which will allow all
workplace participants to view and manage their financial benefits
and other products and services offered across the Morgan Stanley
at Work ecosystem of retirement, wellness, and equity
compensation.
“The last few years have seen us solidify a comprehensive
workplace financial benefits ecosystem, finding new ways to empower
our clients and their participants wherever they are in their
journey,” said Mark Mitchell, Chief Product Officer of Morgan
Stanley at Work. “As we remain laser-focused on engaging both
participants and plan sponsors through intuitive digital
experiences, these updates serve to strengthen the connective
tissue across stock plan, retirement, and wellness, as we create a
more seamless experience regardless of how you engage with us.”
- Statistics refer to equity compensation administration services
for Shareworks and Equity Edge Online®. S&P 500® Companies
Represented includes companies for which Morgan Stanley at Work
provides equity compensation solutions as of 2021.
About Morgan Stanley at Work
Morgan Stanley at Work offers a suite of financial solutions,
which spans Equity Compensation through Shareworks and E*TRADE
Equity Edge Online, Retirement and Financial Wellness Solutions.
Morgan Stanley at Work combines cutting-edge planning and Morgan
Stanley intellectual capital and financial education delivered
through multiple channels to enable employees to build a holistic
plan to achieve their financial goals. Shareworks services are
provided by Morgan Stanley Smith Barney LLC, member SIPC, and its
affiliates, and Equity Edge Online® employee stock plan solutions
are offered by E*TRADE Financial Corporate Services, Inc., both are
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 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.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing a wide range of investment banking, securities,
wealth management and investment management services. With offices
in 41 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.
Shareworks, a part of Morgan Stanley at Work, is provided by
Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates,
all wholly owned subsidiaries of Morgan Stanley. Equity Edge Online
employee stock plan solutions are offered by E*TRADE Financial
Corporate Services, Inc. which are part of Morgan Stanley at Work.
Securities products and services are offered by E*TRADE Securities
LLC, Member SIPC. In connection with 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 trade name of Morgan
Stanley Smith Barney LLC, a registered broker-dealer in the United
States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
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version on businesswire.com: https://www.businesswire.com/news/home/20221209005012/en/
Media Relations Contacts: Jeanne Joe Perrone,
Jeanne.perrone@morganstanley.com Lindsey Madnick,
Lindsey.madnick@morganstanley.com
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