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WealthSphere Logo

Wealth management solution for entity compliance/financials

Table of Contents

WealthSphere - 2025 Pricing, Features, Reviews & Alternatives

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.

Benefits of using WealthSphere

• Visualize various aspects of wealth clients in a unified integrated system.
• 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 from

65

/user

Per month

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WealthSphere's features

Client Management
Compliance Management
Contact Management
Document Management
Document Storage
Entity Data Management
General Ledger
Identity Verification
Interaction Tracking
Lead Management
Onboarding
Reporting/Analytics
Risk Management
Transaction Monitoring
Trust Accounting

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WealthSphere pricing

Value for money rating:

Starting from

65

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

WealthSphere integrations (1)

Top integrations

WealthSphere support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
FAQs/Forum
Email/Help Desk

WealthSphere FAQs

Q. What type of pricing plans does WealthSphere offer?

WealthSphere has the following pricing plans:
Starting from: $65.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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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

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