Compendia vs Shareworks
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Compendia
Manage your retirement planning with this interactive app. View your benefit values, model future scenarios, and track investments. Access important documents and pension details for various scheme types.
- View and update personal details
- Track retirement benefit values
- Model future retirement scenarios
- View important pension documents
- Track investments and switch funds
- Model drawdown income
Read full descriptionHide full description
The Equiniti Pension Solutions Compendia App is designed to help you manage your retirement planning. Our App is interactive, intuitive and simple to use, enabling you to keep up to date with the value of your retirement benefit. Key features include – • View and update your personal details. • View the current value of your retirement benefits. • Model your benefits at your chosen retirement age to see the impact increasing (or decreasing where allowed) your contributions will have on your retirement fund. • View important documents such as historical benefit statements. For Defined Benefit (Final Salary) Scheme members - • Perform ‘what if’ calculations to estimate the value of your annual pension at your chosen leaving date. For Defined Contribution Scheme members - • Track your investments. • Switch your funds. • View fund performance. • Model your drawdown income. For Pensioners - • View historical payslips and P60’s. If your pension scheme is administered in house using Equiniti’s administration platform, Compendia, and your scheme has signed up to receive the Compendia App, you can now use your iPhone to manage your pension. You will need to have registered for Self Service and have a user ID and password in order to use the Compendia App. Please note that Compendia App is compatible with but not optimized for iPad. Terms and conditions of use can be found in the App.
Shareworks
Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.
- Manage and forecast portfolio
- Track past and future events
- View ESPP holdings
- Sell or transfer shares
- Exercise options
- Manage vested stock awards
- View transaction history
Read full descriptionHide full description
Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options. You'll need a Shareworks account to use the app. WATCH IT GROW: • Manage and forecast your portfolio • Track important events, both past and future • View employee stock purchase plan holdings TRANSACT: • Sell or transfer shares • Exercise options • Take action when restricted stock awards vest • View your transaction history SAFE AND SECURE: • Sign in securely via Face ID or Touch ID • All communication is encrypted • No financial data is stored on the device
Screenshots
Verdict
The clearest difference is review sentiment: Shareworks at 24% against Compendia's 15%. Compendia's advantage is iOS requirement (9.0 vs 15.6). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Compendia ships an update every 3 months, Shareworks every 2 months. The most recent releases landed on October 1, 2026 and October 12, 2026 respectively.
| Parameter | Compendia | Shareworks |
|---|---|---|
| Price | Free | Free |
| Rating | — | 4.7 (10K ratings) — better |
| Positive reviews | 15.4% of reviews | 23.5% of reviews — better |
| Number of ratings | — | 10K — better |
| Update frequency | Every 3 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPod | iPhone, iPod |
| Requires iOS | 9.0 — better | 15.6 |
| Further details — not scored | ||
| Size | 29 MB | 41 MB |
| Age rating | 4+ | 4+ |
| Developer | Equiniti | Morgan Stanley |
Customer experience
Compendia
Shareworks
Bugs and requests
Compendia
Not enough reviews yet to summarise bugs or requests.
Shareworks
Reported bugs
3 issues- Login and authentication problems
- Transactions page not loading
- Incompatibility with newer iPhone models
Requested features
3 requests- Add ability to deposit funds through the app
- Show original investment amount and growth percentage
- Improve dashboard to include more detailed portfolio information
In-app purchases
Compendia
No in-app purchases
Shareworks
No in-app purchases








