---
description: Scopri le funzionalità di Shareworks, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro.
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title: Shareworks - Prezzi, recensioni, informazioni - Capterra Italia 2026
---

Breadcrumb: [Home](/) > [Software per la gestione del capitale proprio](/directory/31561/equity-management/software) > [Shareworks](/software/166953/shareworks)

# Shareworks

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> Piattaforma di gestione dei piani pensionistici che si occupa dell'amministrazione dei piani, contabilità delle spese, modulistica, simulazione degli scenari e di altro ancora.
> 
> Conclusione: valutazione di **3.2/5** stelle assegnate da 19 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**.

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## Panoramica

### Chi utilizza Shareworks?

Aziende che desiderano tenere sotto controllo i piani pensionistici dei propri dipendenti.

## Statistiche e valutazioni

| Parametro | Valutazione | Dettaglio |
| **Nel complesso** | **3.2/5** | 19 Recensioni |
| Facilità d'uso | 3.1/5 | Sulla base delle recensioni complessive |
| Assistenza clienti | 2.5/5 | Sulla base delle recensioni complessive |
| Rapporto qualità-prezzo | 3.1/5 | Sulla base delle recensioni complessive |
| Funzionalità | 3.2/5 | Sulla base delle recensioni complessive |
| Percentuale di raccomandazione | 50% | (5/10 Lo consiglieresti?) |

## Informazioni sul fornitore

- **Azienda**: Morgan Stanley
- **Area geografica**: Calgary, Canada
- **Anno di fondazione**: 1999

## Contesto commerciale

- **Prezzo di partenza**: 3,00 USD
- **Modello tariffario**:  (Versione di prova gratuita (free trial))
- **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+
- **Implementazione e piattaforme**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobile), iPhone (mobile), iPad (mobile)
- **Lingue supportate**: ceco, cinese, cinese tradizionale, coreano, finlandese, francese, giapponese, inglese, italiano, olandese, polacco, portoghese, spagnolo, svedese, tedesco
- **Paesi disponibili**: Australia, Brasile, Canada, Cina, Germania, Giappone, India, Messico, Regno Unito, Stati Uniti

## Funzionalità

- Archiviazione di documenti
- Gestione del portafoglio
- Gestione della conformità
- Gestione della tabella di capitalizzazione
- Modellazione finanziaria
- Portale clienti
- Private Equity
- Public Equity
- Rendicontazione degli investitori
- Rendicontazione e analisi statistiche

## Opzioni di supporto

- Email/Help desk
- FAQ/Forum
- Knowledge Base
- Assistenza diretta 24 ore su 24
- Chat

## Categoria

- [Software per la gestione del capitale proprio](https://www.capterra.it/directory/31561/equity-management/software)

## Alternative

1. [Vestd](https://www.capterra.it/software/207791/vestd) — 4.9/5 (97 reviews)
2. [EquatePlus](https://www.capterra.it/software/185804/equateplus) — 1.4/5 (13 reviews)
3. [Capboard](https://www.capterra.it/software/1027133/capboard) — 4.7/5 (10 reviews)
4. [Carta](https://www.capterra.it/software/176931/carta) — 4.2/5 (63 reviews)
5. [Papaya Global](https://www.capterra.it/software/167640/papaya-platform) — 4.4/5 (43 reviews)

## Recensioni

### "Love the dashboard" — 5.0/5

> **Utente Verificato** | *1 febbraio 2019* | Reclutamento e selezione del personale | Tasso di raccomandazione: 9.0/10
> 
> **Vantaggi**: 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.
> 
> **Inconvenienti**: Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.
> 
> Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.

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### "The best employee share scheme admin software" — 5.0/5

> **Paul** | *27 agosto 2020* | Internet | Tasso di raccomandazione: 9.0/10
> 
> **Vantaggi**: The admin features, reporting and award management, are terrific.
> 
> **Inconvenienti**: Some of the user experience for particpants is a little confusing for staff.

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### "Legacy software that fails to deliver" — 1.0/5

> **Khalid** | *16 agosto 2024* | Internet | Tasso di raccomandazione: 0.0/10
> 
> **Vantaggi**: It shows expected value of shares. It shows information on shares.
> 
> **Inconvenienti**: Poor user experience, hard to navigate and use. Constantly trying to get me to open an etrade account.&#10;No notifications when tax documentation is ready. Really a pain across multiple fronts. Carta was much easier and better to use for shareholders.
> 
> Would avoid if possible. There are better, easier platforms to use.

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### "Very easy to navigate, not easy to obtain tax rates" — 5.0/5

> **Utente Verificato** | *26 agosto 2018* | Internet | Tasso di raccomandazione: 7.0/10
> 
> **Vantaggi**: 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.
> 
> **Inconvenienti**: 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.
> 
> Pretty darn good.

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### "Software company run by a bank; non-intuitive cap table management; poor implementation; many clicks" — 2.0/5

> **Utente Verificato** | *28 febbraio 2023* | Biotecnologie | Tasso di raccomandazione: 2.0/10
> 
> **Vantaggi**: Shareworks calculates my stock compensation expense and is my system of record for cap table.
> 
> **Inconvenienti**: Shareworks is completely non-intuitive.  In order to go from adding a participant to adding a grant to adding valuations, I totaled that it is over 25 steps.  There is no "wizard" to help with adding.  To make things more confusing, they also have "legacy" and "2.0" with no explanation.  The number of clicks is mind boggling.The implementation team got our equity information wrong multiple times during implementation, resulting in significant delays to implementation, even though I had paid for the software.  Additionally, they transfer you off of implementation before you even have your participants live or have your financial reporting complete.The software was built for employee equity management, and it is clear that they retrofitted it for cap table management (for example, everyone is referred to as an "employee").   There is no easy communication for investors.All reporting is static.  Cap table reports are awful.  I can't run a cap table with my ownership plus vested shares unless I merge 2 reports together.
> 
> Shareworks does the job but gets you there in the most painful way.  The way I can describe it is that it feels like a software company that is run by a bank.  Very few improvements, confusing interface, customer support that does not care, nickel/dime you on fees.When I elevate the issues to an implementation manager, it is amazing how little they care about the issue, fixing the issue and making things right.

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## Link

- [Visualizza su Capterra](https://www.capterra.it/software/166953/shareworks)

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