Solium

Overview

Solium is a equity management software for Shareworks. Morgan Stanley presents it as a practical option for teams that want a tool they can evaluate in terms of everyday usefulness, not just headline claims. The current product messaging points to a clear focus: Solium Capital , now known as Shareworks by Morgan Stanley , is a subscription-software ( SaaS ) company headquartered in Calgary , Alberta , Canada . [ 1 ] It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables . It also does 409A valuations (see Internal Revenue Code section 409A ). The company has ~3,000 clients [ 2 ] and has offices in Canada , the United States , the UK , Europe and Australia . [ 3 ] [ 4 ] Morgan Stanley announced a definitive agreement to acquire Solium in February 2019 [ 5 ] for approximately CAD$1.1 billion (US$900 million), a 40% premium over the recent trading price. [ 6 ]. From the available product details, one of the stronger signals is financial reporting, which helps explain where the product may fit in a real workflow. Another detail buyers may want to review closely is participant experience, especially when comparing similar tools with overlapping feature sets. For most buyers in this category, the most useful comparison points are workflow fit, plan structure, implementation effort, and how well the product supports consistent work over time. That kind of review usually gives a better picture of long-term value than a short feature list alone, especially when the product will be used by more than one team or across recurring processes. A careful evaluation should also look at integration needs, support expectations, and whether the product feels well suited to the way your team already works.

Key Features

• Financial Reporting
• Participant Experience
• Global Intelligence

Best For

• Teams evaluating equity management software options for Shareworks
• Buyers comparing workflow fit, feature depth, and long-term usability

Pricing & Plan Notes

Plan names, feature limits, and billing terms can vary over time. Use "Get Now" to review the latest equity management software pricing details on the official website.

Before You Choose

• Review feature limits, integrations, and onboarding requirements
• Compare support options and billing terms before final selection