--- description: Tudo sobre Shareworks: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Shareworks - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão do Patrimônio Líquido](/directory/31561/equity-management/software) > [Shareworks](/software/166953/shareworks) # Shareworks Canonical: https://www.capterra.pt/software/166953/shareworks Page: 1 / 2\ Seguinte: [Next page](https://www.capterra.pt/software/166953/shareworks?page=2) > Plataforma de gestão de planos de ações que lida com administração de planos, contabilidade de despesas, arquivamento de formulários, modelagem de cenários e muito mais. > > Verdict: Rated **3.2/5** by 19 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Shareworks? Empresas que buscam controle sobre os planos de ações de seus funcionários. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **3.2/5** | 19 Avaliações | | Praticidade | 3.1/5 | Based on overall reviews | | Suporte ao cliente | 2.5/5 | Based on overall reviews | | Relação qualidade/preço | 3.1/5 | Based on overall reviews | | Recursos | 3.2/5 | Based on overall reviews | | Recommendation percentage | 50% | (5/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Morgan Stanley - **Location**: Calgary, Canadá - **Founded**: 1999 ## Commercial Context - **Preço inicial**: 3,00 US$ - **Modelo de preços**: (Teste Grátis) - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: alemão, checo, chinês, chinês tradicional, coreano, espanhol, finlandês, francês, inglês, italiano, japonês, neerlandês, polaco, português, sueco - **Available Countries**: Alemanha, Austrália, Brasil, Canadá, China, Estados Unidos, Japão, México, Reino Unido, Índia ## Recursos - Armazenamento de documentos - Capital público - Gestão de Cap Tables - Gestão de carteira - Gestão de conformidade - Modelagem financeira - Portal do cliente - Private Equity - Relatórios de investidores - Relatórios e estatística ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Assistência 24/7 - Bate-papo ## Category - [Software de Gestão do Patrimônio Líquido](https://www.capterra.pt/directory/31561/equity-management/software) ## Alternativas 1. [Certent Equity Management](https://www.capterra.pt/software/130772/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.capterra.pt/software/207791/vestd) — 4.9/5 (97 reviews) 3. [EquatePlus](https://www.capterra.pt/software/185804/equateplus) — 1.4/5 (13 reviews) 4. [Capboard](https://www.capterra.pt/software/1027133/capboard) — 4.7/5 (10 reviews) 5. [Optio](https://www.capterra.pt/software/1039563/optio) — 4.7/5 (7 reviews) ## Avaliações ### "Love the dashboard" — 5.0/5 > **Avaliador Verificado** | *1 de fevereiro de 2019* | Emprego e contratação | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- ### "The best employee share scheme admin software" — 5.0/5 > **Paul** | *27 de agosto de 2020* | Internet | Recommendation rating: 9.0/10 > > **Vantagens**: The admin features, reporting and award management, are terrific. > > **Desvantagens**: Some of the user experience for particpants is a little confusing for staff. ----- ### "Legacy software that fails to deliver" — 1.0/5 > **Khalid** | *16 de agosto de 2024* | Internet | Recommendation rating: 0.0/10 > > **Vantagens**: It shows expected value of shares. It shows information on shares. > > **Desvantagens**: Poor user experience, hard to navigate and use. Constantly trying to get me to open an etrade account. 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. ----- ### "Very easy to navigate, not easy to obtain tax rates" — 5.0/5 > **Avaliador Verificado** | *26 de agosto de 2018* | Internet | Recommendation rating: 7.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- ### "Software company run by a bank; non-intuitive cap table management; poor implementation; many clicks" — 2.0/5 > **Avaliador Verificado** | *28 de fevereiro de 2023* | Biotecnologia | Recommendation rating: 2.0/10 > > **Vantagens**: Shareworks calculates my stock compensation expense and is my system of record for cap table. > > **Desvantagens**: 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. ----- Page: 1 / 2\ Seguinte: [Next page](https://www.capterra.pt/software/166953/shareworks?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/166953/shareworks) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data