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WealthSphere
What it is
WealthSphere is integrated client management software for trust, corporate, and family office service providers. Its modules cover CRM, entity administration, document management, trust and company accounting, asset management, compliance workflows, billing, fund administration, and customer portals. The CRM supports KYC/CDD work, communications, task workflows, automated onboarding, digital ID verification, and CRS and FATCA requirements. LiveFile provides encrypted document control and search linked to compliance and accounting data. Accounting handles multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress. The Administrator module manages companies, trusts, foundations, and partnerships across jurisdictions, with compliance and document-generation tools. NAVSphere supports open and closed funds with General Ledger-linked NAV calculations, scheduled fees, and reporting. WealthSphere is offered as cloud SaaS or on-premise software, with migration from TrustQuay, Quantios, and Viewpoint plus ongoing support.
For and against
For
- Broad modules for trust and corporate operations
- CRM includes KYC/CDD and digital ID workflows
- Encrypted document control links compliance data
- Supports multiple currencies and entities
- Cloud SaaS or on-premise deployment
Against
- Pricing is available only on request
- No free plan listed
- Implementation may involve system migration
- Features span many specialized modules
The verdict
WealthSphere brings client, entity, document, accounting, compliance, and fund administration functions into one product for specialized service providers. Its modular quote, deployment choice, and migration support make a demo useful for organizations planning a broader operational system.
Who it suits
It suits corporate service providers, trust and accounting firms, fiduciaries, fund administrators, family offices, company secretaries, and law or accountancy firms. Teams can deploy it as cloud SaaS or on premises.
Plans and prices
Modular pricing
License only the modules you need · pricing scaled to user count and jurisdictions
Read 3 Oct 2026 · mywealthsphere.com
On the record
- Accounting
- Accounting supports multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress.mywealthsphere.com · read 3 Oct 2026
- Audience
- The maker lists corporate service providers, trust administration and accounting firms, company formation agencies, fiduciary firms, fund administrators, company secretaries, family offices, and law and accountancy firms as audiences.mywealthsphere.com · read 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 · read 3 Oct 2026
- CRM and compliance
- The CRM supports KYC/CDD compliance, communications, task workflows, automated onboarding, and digital ID verification.mywealthsphere.com · read 3 Oct 2026
- Data security
- The maker describes anonymization options and security measures for AML, CDD, and EDD requirements.mywealthsphere.com · read 3 Oct 2026
- Deployment
- WealthSphere is available as cloud SaaS or on-premise software.mywealthsphere.com · read 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 · read 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 · read 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 · read 3 Oct 2026
- Integrations
- The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification.mywealthsphere.com · read 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 · read 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 · read 3 Oct 2026
- Product
- WealthSphere is integrated client management software for trust, corporate, and family office service providers.mywealthsphere.com · read 3 Oct 2026
- Regulatory support
- The CRM is described as supporting CRS and FATCA requirements.mywealthsphere.com · read 3 Oct 2026
