Replace Shareworks (Morgan Stanley) with Automo — Migration Guide 2026
Step-by-step guide to replace Shareworks (Morgan Stanley) with Automo. Migrate your Equity Management data, train your team, and start saving with a unified platform.
Automo vs Shareworks (Morgan Stanley) — Cap Table & Equity Management
| Automo | Shareworks (Morgan Stanley) | |
|---|---|---|
| Pricing | $99/month flat for up to 20 members ($999 for up to 100) — every app included | Custom pricing |
| Scope | 40+ apps in one platform — CRM, ERP, Helpdesk, Marketing, POS, Design, HR & Finance | Equity |
| AI | Native AI across every module | Add-on or limited |
| Data model | One unified database across every app | Separate products / integrations to sync |
Where Shareworks (Morgan Stanley) falls short
- Enterprise-only pricing
- Complex onboarding
- Not built for early-stage startups
- Heavy admin burden
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