Finance AI Index

Index › Vendors › Morgan Stanley at Work · September 2026 Edition

1 category · Named, not ranked

Morgan Stanley at Work

5Judge labels

3First choices

0Negative labels

4 of 12Models named it

1Category

September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.

Standing

1 label, too few to rank

A product needs 10 labels in a category before a share or quadrant is stated. Morgan Stanley at Work was named 1 time in Cap table management, where Carta led with 44%. The labels and the evidence are below, counted exactly.

By buyer segmentRead the same way at every buyer size.

Small businessnot named

No model named it for this buyer.

Mid-market21 of 41

under the label threshold

Enterprise5 of 39

under the label threshold

In cap table management · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Morgan Stanley at Work for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant
Cap table management	Equity and corporate	0%	21 of 41	0%	1	under 10 labels · led by Carta at 44%

Movement

This is the first edition on this tier, so no move can be computed for Morgan Stanley at Work yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Morgan Stanley at Work across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.

Model	Alternative	Labels
Claude Haiku 4.5	0	0
GPT-5.4 mini	0	0
Gemini 3.5 Flash	0	0
Perplexity Sonar	0	0
Grok 4.1 Fast	0	0
Mistral Small	0	0
DeepSeek V4 Flash	0	0
Llama 4 Maverick	0	0
Qwen 3.7 Flash	0	0
Kimi K2	0	0
GLM 4.7 FlashX	1	1
MiniMax M2.5	0	0

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.

FramingLabels by classFirst choices

Direct0 labelsNone

Paraphrase2 labels2

Comparative1 labelNone

Budget-constrained1 labelNone

Scale-constrained1 label1

Negative0 labelsNone

First choiceAlternativeMentionNegative5 labels in all, every segment counted; 3 of the 3 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Carta and Shareworks provide the most robust enterprise and audit capabilities.” GLM 4.7 FlashX · Cap table management · comparative prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Morgan Stanley at Work, over the 5 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Morgan Stanley at Work was named but was not.

ProductSame answerTook the first choice insteadHead to head

Carta5 of 51Not in the top three

Mantle3 of 50Not in the top three

Pulley3 of 50Not in the top three

J.P. Morgan Workplace Solutions2 of 50Not in the top three

Ledgy2 of 50Not in the top three

Astrella1 of 51Not in the top three

Certent Equity Management1 of 50Not in the top three

Charles Schwab Stock Plan Services1 of 50Not in the top three

Eqvista1 of 50Not in the top three

Fidelity Equity Plan Solutions1 of 50Not in the top three

A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Morgan Stanley at Work. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 3 of the 5 answers that named Morgan Stanley at Work and are not a share of its labels.

Domains cited

cakeequity.com2

carta.com2

eqvista.com2

g2.com2

gitnux.org2

optioincentives.com2

qapita.com2

resources.rework.com2

us.fitgap.com2

vendr.com2

Twenty of the twenty domain citations in answers naming Morgan Stanley at Work came from somebody else's page.

Pages cited

carta.com/carta-vs-shareworks2

eqvista.com/equity-management-software2

g2.com/categories/equity-management/enterprise2

optioincentives.com/resource-hub/best-equity-management-software2

resources.rework.com/tools/equity-cap-table/carta-vs-shareworks2

vendr.com/marketplace/shareworks2

aifundingtracker.com/best-cap-table-management-software1

beancount.io/blog/2026/07/11/carta-vs-pulley-vs-ledgy-cap-table-software-guide1

Pages are listed as the models cited them.

Names read as Morgan Stanley at Work

What the judge wrote, as written, with how often. The vendor table decides that these count as Morgan Stanley at Work; a claim can dispute any of them.

Morgan Stanley at Work (Shareworks) 1

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Morgan Stanley at Work's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Morgan Stanley at Work, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at morganstanley.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.