Morgan Stanley at Work Launches New Digital Experience for Financial Benefits Participants
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New public-facing website unifies the pre-login participant experience across the
at Work ecosystemMorgan Stanley - Offers benefits participants intuitive navigation, rich educational content and access to support and financial guidance
- The site exemplifies the Firm’s focus on execution, post completion of its back-office integration of E*TRADE and Solium
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Designed for streamlined navigation, the digital experience includes:
- Onboarding resources to welcome new workplace participants, walking through the specific benefits available to them—including pop-up prompting and orientation for first-time users.
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Pre-and post-login support to help participants find relevant information and explore additional
Morgan Stanley services and offerings—such as using a “hand raise” feature to connect with a Financial Advisor - A comprehensive self-guided Learning Center with intuitive features and functionality, such as topic pages, filtering and search capabilities—for example, a “Navigate Change” topic page to identify content pertaining to key corporate events such as mergers and initial public offerings (IPOs) that can affect equity compensation.
Additionally, in line with Morgan Stanley’s recent back-office integration, the site provides US-based workplace benefits participants a unified entry point to the
“As Morgan Stanley at Work continues to integrate our workplace benefits offering across equity compensation, retirement and more, delivering our participants a more unified digital experience is an exciting and important next step,” said
The announcement comes on the heels of Morgan Stanley Wealth Management finalizing the organization’s back-office integration of the Solium and E*TRADE Corporate Services stock plan businesses, which together play a key role in the Firm’s overarching strategy of combined workplace, advisor-led, self-directed channels.
“Given that 85% of employees believe their company needs to do a better job explaining how to maximize their financial benefits,1 refining the user experience—at scale—is a top priority for providers and employers alike,” said
To learn more and visit the new participant website, visit morganstanley.com/atwork/employees.
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State of the Workplace Study 2024 |
Morgan Stanley at Work -
Statistics refer to equity compensation administration services for Shareworks and Equity Edge Online®. Companies represented includes companies for which
Morgan Stanley at Work provides equity compensation solutions as ofMarch 2023 .
About
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.
About
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
© 2024
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