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Morgan Stanley at Work enhances technology to save time and money for stock plan managers and participants

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New York – (business wire)–Morgan Stanley at Work today announced the launch of its stock plan platform Equity Edge Online® (EEO) and Announced three strategic product enhancements for Shareworks.

These technology upgrades to EEO and Shareworks enable enterprise customers to experience new processes that increase efficiency, increase productivity and increase satisfaction.

New technology features and capabilities of the platform include:

  • Enhanced fractional trading capabilities in both Shareworks and EEO allow stock plan participants to trade fractional portions of their shares or sell just enough to cover taxes and keep the rest. This allows you to retain more equity after vesting, broaden your tax strategy options, and increase planning engagement and satisfaction.

  • Shareworks’ fully automated leave management process eliminates the need for stock plan managers to manually update individual best schedules as participants leave and return. Plan administrators can now automatically handle this frequent occurrence using simple status rules, saving time and minimizing errors.

  • EEO’s new automation framework, called Workflow, allows stock plan managers to build custom automated processes to reduce individual manual steps. Automated workflows help administrators coordinate and deploy end-to-end processes on the platform itself, store required parameters, segregate specific participant populations, and execute workflows for specific events. Helps you do it all from one place.

Mark Mitchell, Chief Product Officer, Morgan Stanley At Work, said: “We are firmly on the gas to improve the lives of administrators and their participants through technology that turns analog processes into seamless automation. It helps companies save time and money while doing so, and as we continue to invest heavily in our people, platform and products, we will be able to do even more.”

About Morgan Stanley At Work

Morgan Stanley at Work offers a suite of financial solutions spanning equity compensation with Shareworks and E*TRADE Equity Edge Online, Retirement and Financial Wellness Solutions. Morgan Stanley at Work combines cutting-edge planning with Morgan Stanley’s intellectual capital and financial education delivered through multiple channels to help employees build a holistic plan to achieve their financial goals. to The Shareworks Services are provided by SIPC member Morgan Stanley Smith Barney LLC and its affiliates. Equity Edge Online® Employee Stock Plan Solution is provided by E*TRADE Financial Corporate Services, Inc. Both are part of Morgan Stanley at Work, all wholly owned subsidiaries of Morgan Stanley.

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management is a leading financial services company that provides individuals, businesses and institutions with access to a wide range of products and services, including brokerage and investment advisory services, financial and wealth planning, cash management, lending products and services, and annuities. is. Insurance, Retirement, and Trust Services.

About Morgan Stanley

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

Shareworks, part of Morgan Stanley at Work, is offered by SIPC member Morgan Stanley Smith Barney LLC and its affiliates (all wholly owned subsidiaries of Morgan Stanley). The Equity Edge Online employee stock plan solution is provided by E*TRADE Financial Corporate Services, Inc., part of Morgan Stanley at Work. Securities products and services are provided by E*TRADE Securities LLC, a member of SIPC. In connection with the stock plan solutions provided 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 independent affiliated subsidiaries of Morgan Stanley.

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

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.