# Shareworks: how AI models rank it, October 2026

Finance AI Recommendation Index, October 2026 Edition. Named in 29 judge labels across 1 categories by 13 of 14 models. Page: https://finance-ai-index.com/vendors/shareworks/

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| Cap table management | 2% | 7 | 24% | 29 |

## What the models said for it

- "Shareworks by Morgan Stanley at Work is the mid-market to enterprise benchmark for compliance-oriented administration." (Muse Glimmer 30B, Cap table management)
- "The traditional "enterprise" heavyweights. If you are actively on the road to an IPO within the next 12–18 months, these platforms excel ... though they can be slow to implement." (Gemini 3.5 Flash, Cap table management)
- "Choose Shareworks if you want a more enterprise/finance-led platform and can tolerate a heavier implementation." (GPT-5.4 mini, Cap table management)
- "Consider platforms that have emerged as alternatives post-Carta scandal (Pulley, Shareworks, Ledgy, EquityList)" (MiniMax M2.5, Cap table management)

## And against it

- "more appropriately sized than enterprise-first options like Shareworks / Morgan Stanley at Work... Choose Shareworks only if you are already at enterprise complexity" (Perplexity Sonar, Cap table management)
- "it's worth a caution for startups specifically ... clunky and overkill for pre-Series-B companies" (DeepSeek V4 Flash, Cap table management)
- "If you are an early-stage or mid-stage startup, Shareworks is generally considered a poor fit." (Gemini 3.5 Flash, Cap table management)
- "Excellent compliance depth, but overkill and cost-prohibitive for most mid-sized companies" (DeepSeek V4 Flash, Cap table management)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat. A larger change is movement; a smaller one is noise.

- Cap table management: 3% to 2%, −3. Inside the floor by 7 points · rank 7 of 42, unchanged.

## What it publishes

Every page morganstanley.com exposes, read 2026-09-29: 10000 addresses. By kind, pages and the last 90 days:

- blog: 2659 pages, 0 in the last 90 days, latest undated
- webinar or virtual event: 48 pages, 0 in the last 90 days, latest undated
- comparison: 100 pages, 0 in the last 90 days, latest undated
- glossary or explainer: 13 pages, 0 in the last 90 days, latest undated
- podcast or video: 59 pages, 0 in the last 90 days, latest undated
- news or press: 2255 pages, 0 in the last 90 days, latest undated

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, October 2026 Edition, finance-ai-index.com.