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Workplace Benefits for Partners | Morgan Stanley at Work

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Workplace Benefits for Partners | Morgan Stanley at Work For Employees For Employers Role Selection For Employees For Employers Region Americas United States Canada English Canada French Log In Employee Employer Log In Employee Employer Our Solutions Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive. Equity Solutions for Private Companies Equity Administration Liquidity 409A Valuation View More Solutions Equity Solutions for Public Companies Equity Administration Financial Reporting Global Intelligence View More Solutions Retirement Defined Contribution Consulting Small Business Retirement Plans Fiduciary Investment Oversight Deferred Compensation Recordkeeping and Plan Design Portfolio Construction Wealth Management Services Financial Wellness Education Financial Guidance Perks Saving and Giving Charitable Giving Education Financing Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions Your Business We deliver financial benefit solutions tailored to the needs of your workplace—from startup to enterprise, venture capital to law firm. Private Company

Grow with confidence and build a culture of excellence with solutions tailored to private companies.

Small Business Startup Enterprise Public Company

Find the right financial benefit solution—one that fits your company’s needs and builds the confidence of every employee.

Public Company Strategic Partner

Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.

Investor Other Partners Why Us Explore our story, meet the people behind our solutions and discover what sets Morgan Stanley at Work apart. Our Advantage

Learn how our offering can help your company and employees thrive at each stage of the financial journey.

Advantages for Your Company Advantages for Your Employees About Us

Meet our team, learn what drives us and discover the power of Morgan Stanley.

Our Story Our People The Power of Morgan Stanley Thrive

Learn more about our Thrive conference. Explore regional forums, and access insights from previous events.

Thrive 2025 Insights Insights Discover ideas, tips and best practices to evolve your workplace and your benefits. View All Insights Trending Topics Financial Wellness Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey. View topic Equity Compensation Discover fresh ideas and unique perspectives on liquidity and equity compensation strategies to help motivate your employees and fuel your company’s next stage. View topic Diversity & Inclusion A diverse workforce has diverse needs—learn how to support your employees across a variety of backgrounds. View topic Invested at Work Podcast Our podcast tackles the complex world of workplace financial benefits to help companies empower their employees. Listen in. View topic Latest Insights State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr. Equity Compensation Client Spotlight: MongoDB: Automating Equity Tax Calculations Market Trends State of the Workplace 2025 Financial Benefits Study View All Insights Get In Touch CLEAR Morgan Stanley at Work Workplace Benefits for Strategic Partners Together, we’ll help you better support your companies with streamlined equity management practices and tailored solutions. Tuned Into Today’s Challenges In an evolving workplace, new challenges are a constant. Finding the right solutions for your companies starts with identifying the problems organizations like yours are facing today. Managing Data Across Disparate Platforms Meeting the Needs of a Diverse Range of Companies Collaborating While Keeping Control Preparing Your Portfolio Companies to Go Public Managing equity and reporting across multiple companies or clients can mean many platforms and several sources of truth. Navigating the ever-changing compliance landscape can be a challenge. But with a single, trusted source of truth, everything from cap tables to 409A Valuations can suddenly be a whole lot simpler. Managing Data Across Disparate Platforms From startup to IPO and beyond, when supporting a diverse range of companies, there’s no one-size-fits-all approach. Providing comprehensive support to your portfolio companies, especially across multiple jurisdictions, can be a challenge—and getting universally equipped can feel like an uphill battle. Meeting the Needs of a Diverse Range of Companies Retirement Plans Retirement for Five Generations As ownership structures grow more complex, managing internal and external access—while also maintaining trust and visibility—requires more oversight and collaboration than ever before. Collaborating While Keeping Control In the face of uncertainty, what companies can control is the degree to which they are “transaction-ready” for an IPO or secondary offering. Being proactive about transaction readiness can give a company more agency over future timing of a liquidity event, as well as minimize any delays leading up to the transaction. Preparing Your Portfolio Companies to Go Public Private Markets Solutions Preparing Your Portfolio Companies to Go Public Set Your Companies Up for Success Your companies expect the best from you. Support them with easy-to-implement financial benefit offerings tailored to their unique needs.

Create a Single Source of Truth Keep cap tables updated, issue option grants, issue digital, uncertificated and hybrid shares and more, all from one cloud-based equity management platform. Provide Support at Every Stage Engage your portfolio companies with easy-to-understand financial reporting, global plan management and integrated transactions. Embrace Flexible Collaboration Manage access within your firm and at your clients’ organizations, so that all parties can access equity data—in a way that works for everyone. What We Offer Our Partners Serve and advise your portfolio companies with a range of equity solutions that adapt to their needs.

409A Valuation Services Work with an experienced 409A Valuation provider to help companies manage compliance requirements and receive audit-ready valuations all parties can trust. Learn More Liquidity Events Access tailored solutions and support to help companies run liquidity events with confidence and build a culture of ownership. Learn More Cap Table Management Simplify cap table management and provide a unified, real-time view for stakeholders with an intuitive digital solution. Learn More Global Intelligence Transform the way you approach and manage your global equity plans while helping to navigate tax and legal complexities. Learn More Let’s Start the Conversation Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

We Help Businesses and People Thrive Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart. Learn More Advantages For Your Employees Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company. Learn More Insights for a Modern Workplace Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Executive Financial Planning Are You Helping Your Executives Make Smart Financial Decisions Today? Equity Compensation Stock Option Repricing Considerations Public Policy SECURE Act 2.0: Workplace Benefits We’ll help you find the right workplace financial solutions for you, your employees and your business.

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