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WealthSphere

WealthSphere

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Wealth management solution for entity compliance/financials
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About 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 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.

Images

WealthSphere Software - WealthSphere entity dashboard
WealthSphere Software - WealthSphere entity relationship structure charts
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WealthSphere video
WealthSphere video
WealthSphere Software - WealthSphere entity dashboard
WealthSphere Software - WealthSphere entity relationship structure charts

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Starting Price

US$65.00
month
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month

Pricing Options

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Features

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Integrations

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Ease of Use

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WealthSphere FAQs

Below are some frequently asked questions for WealthSphere.

WealthSphere offers the following pricing plans:

  • Starting from: US$65.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Please contact enSynergy Professional Services for pricing details.

WealthSphere has the following typical customers:

51–200

WealthSphere supports the following languages:

English

WealthSphere supports the following devices:

WealthSphere integrates with the following applications:

Digihub, Office 365 Document Management, Office 365 Monitoring and Reporting, Sumsub

WealthSphere offers the following support options:

Email/Help Desk, FAQs/Forum, Chat

Related categories

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