WealthSphere
No phone app
5.7No. 14 of 24
in Family Office Software
in Family Office Software
- Recognised40% of the score20
- Phone app26% of the score0
- Documented20% of the score87
- Free plan14% of the score30
- Free plan
- No
- Runs on
- self-hosted, Web
Summary
WealthSphere is ranked #14 of 24 in family office software on Samsung Mobile US Press. It runs on Self-hosted, Web.
WealthSphere plans and pricing
All plansModular pricing Not published Book a demo for a tailored quote. License only the modules you need · pricing scaled to user count and jurisdictions mywealthsphere.com · 3 Oct 2026
Compared on family office software
- Consolidated reporting
- Yesmywealthsphere.com
- Investment accounting
- Yesmywealthsphere.com
- Entity management
- Yesmywealthsphere.com
- Document management
- Yesmywealthsphere.com
- Workflow automation
- Yesmywealthsphere.com
- Data import methods
- automatedmywealthsphere.com
Facts
- Product
- WealthSphere is integrated client management software for trust, corporate, and family office service providers.mywealthsphere.com · 3 Oct 2026
- Modules
- Its modules include CRM, entity administration, document management, trust and company accounting, asset management, compliance workflow, billing, fund administration, and customer portals.mywealthsphere.com · 3 Oct 2026
- CRM and compliance
- The CRM supports KYC/CDD compliance, communications, task workflows, automated onboarding, and digital ID verification.mywealthsphere.com · 3 Oct 2026
- Regulatory support
- The CRM is described as supporting CRS and FATCA requirements.mywealthsphere.com · 3 Oct 2026
- Document security
- LiveFile is an integrated document management system with encrypted document control, search, and links to compliance and accounting data.mywealthsphere.com · 3 Oct 2026
- Accounting
- Accounting supports multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress.mywealthsphere.com · 3 Oct 2026
- Entity administration
- The Administrator module manages companies, trusts, foundations, and partnerships across jurisdictions, with compliance, document generation, and automation tools.mywealthsphere.com · 3 Oct 2026
- Fund administration
- NAVSphere supports open and closed funds, NAV calculations integrated with the General Ledger, scheduled fees, and reporting, and is positioned for small or emerging funds.mywealthsphere.com · 3 Oct 2026
- Integrations
- The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification.mywealthsphere.com · 3 Oct 2026
- Deployment
- WealthSphere is available as cloud SaaS or on-premise software.mywealthsphere.com · 3 Oct 2026
- Data security
- The maker describes anonymization options and security measures for AML, CDD, and EDD requirements.mywealthsphere.com · 3 Oct 2026
- Migration and support
- The company offers migration from systems including TrustQuay, Quantios, and Viewpoint, plus ongoing support during and after migration.mywealthsphere.com · 3 Oct 2026
- Company
- WealthSphere is presented as a product by enSynergy, whose co-founder is described as having founded the company in 2000.mywealthsphere.com · 3 Oct 2026
Company
- Founded
- 2000mywealthsphere.com · 28 Sept 2026
Best WealthSphere alternatives
See all 12
Where it ranks on Samsung Mobile US Press
- Best Family Office Software in 2026#14 of 24
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Sources
- mywealthsphere.com· checked 3 Oct 2026
- mywealthsphere.com/wealthspheretcsp· checked 3 Oct 2026
- mywealthsphere.com/about-us-old· checked 3 Oct 2026