Tech Enhancements from Morgan Stanley at Work Drive Scale and Chart Path for Integrated Experience in 2025

Suite of platform enhancements drive increased automation and intuitive user experience across Morgan Stanley at Work platforms for 2025

Morgan Stanley at Work announced a series of technology enhancements that continue to deliver automation and intuitive user experiences across its range of workplace benefits platforms—including equity compensation, retirement and executive services, as well as savings and giving programs.

Together, Morgan Stanley at Work platforms Equity Edge Online® (EEO) and Shareworks serve roughly 40% of the S&P 500 in the US.1 Similar to Shareworks, EEO clients can now:

• Customize incentive award packages and let participants select their award type allocations within a single, integrated E*TRADE retail platform.
• Leverage data points to define automated rules for including or removing participant populations from ESPP eligibility.
• Streamline trade restriction and blackout management for specific groups of participants, helping with regulatory compliance and allowing administrators to target their controls and oversight during sensitive trading windows.
• Enhanced ability for administrators to approve and implement international tax rates, mitigating manual intervention and supporting greater scale and accuracy for a global workforce.

And on the Shareworks platform:

• The introduction of user-friendly stock certificate filtering and sorting features, allowing Private Markets participants to organize and select specific stock certificates for sale according to their personal financial goals.
• Increased flexibility in the tender offer workflow through customizable tables that are specifically designed for different types of equity, allowing issuers to easily display and adjust information and move custom fields into the letter of transmittal for a smoother, more precise participant experience.
• New digital in-platform spousal consent and streamlined reporting provide increased clarity and auditability in authorizing who can sign liquidity event documents.
• Consolidated tax mobility engine for easier onboarding and feature upgrades, including migration of cost basis reporting to Morgan Stanley’s centralized system for more efficient and reliable year-end tax procedures.

“As we continue to innovate, our focus remains on delivering greater scale and ease for those managing a mobile, global workforce,” said Mark Mitchell, Chief Product Officer of Morgan Stanley at Work. “We’re investing heavily in performance enhancements across all our platforms—saving time for critical tasks and taking our cutting-edge administrative experiences to the next level. There’s much to look forward to in 2025 as we chart a path toward a more fully integrated user experience.”

About Morgan Stanley at Work Morgan Stanley at Work provides workplace financial benefits that build financial confidence and foster loyalty—helping companies attract and retain top talent. Our end-to-end solutions support your organization at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service; they include Equity, Retirement, Deferred Compensation, Executive Services, and Saving and Giving solutions. And while we’re fulfilling your company’s benefits needs, we’re also enhancing your employees’ financial well-being. Each benefit solution also includes our engaging Financial Wellness program, which provides employees with knowledge, tools, and support to help them make the most of their benefits and achieve their life goals.

About Morgan Stanley Wealth Management Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

Content and services available to non-US participants may be different than those available to US participants. Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2025 Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

____________________________ 1 S&P 500 Companies Represented includes companies for which Morgan Stanley provides equity compensation solutions as of July 2024.

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