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WealthSphere
Wealth management solution for entity compliance/financials
Table of Contents
WealthSphere - 2026 Pricing, Features, Reviews & Alternatives
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WealthSphere overview
What is WealthSphere?
WealthSphere, developed by enSynergy, is a wealth management solution that integrates various client management modules, including CRM, entity administration, document management, accounting, asset management, compliance workflow, billing, fund administration, and customer portals.
WealthSphere serves as a centralized platform designed to streamline operations for trust, corporate, and family office service providers. It offers flexible deployment options, either on-premise or cloud-hosted.
Key benefits of using WealthSphere
• Integrate entity compliance, administration, and financials.
• Utilize dashboards to highlight issues or irregularities.
• Allows both on-premises and cloud hosting for various business preferences.
• Offers integrated accounting and asset management capabilities.
• Enhance productivity and streamline operations with the client management module.
• Ensure data security and compliance with regulatory standards.
Starting price
per month
Alternatives
with better value for money
WealthSphere’s user interface
WealthSphere reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
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WealthSphere's features
WealthSphere alternatives
WealthSphere
Starting from
65
/user
Per month
Diligent Entities
Starting from
10000
Per year
ChurnZero
Starting from
12000
Per year
HoneyBook
Starting from
36
Per month
WealthSphere pricing
Value for money rating:
Starting from
65
/user
Per month
User opinions about WealthSphere price and value
Value for money rating:
WealthSphere integrations (1)
Top integrations
WealthSphere support options
Typical customers
Platforms supported
Support options
WealthSphere FAQs
WealthSphere has the following pricing plans:
Starting from: $65.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of WealthSphere?
WealthSphere has the following typical customers:
Small Business
Q. What languages does WealthSphere support?
WealthSphere supports the following languages:
English
Q. Does WealthSphere offer an API?
Yes, WealthSphere has an API available for use.
Q. What other apps does WealthSphere integrate with?
WealthSphere integrates with the following applications:
Sumsub
Q. What level of support does WealthSphere offer?
WealthSphere offers the following support options:
Chat, FAQs/Forum, Email/Help Desk