aama.io From $1,500/mo 8.2 Visit 
AdminSphere
admsphere.com
Spec sheet
- Integrations
- The site says screening-provider integrations such as World-Check, Dow Jones, and ComplyAdvantage can be built using Salesforce Named Credentials and API integrations.Read 4 Oct 2026 · admsphere.com
- Security
- The maker says the platform uses Salesforce SOC 2-certified infrastructure, multi-tenant isolation, field-level security, and four purpose-built permission sets.Read 4 Oct 2026 · admsphere.com
- Accounting scope
- It complements existing accounting records rather than replacing the general ledger.Read 4 Oct 2026 · admsphere.com
- AI integration
- A built-in MCP server connects to Claude, ChatGPT, and other MCP-compatible assistants while applying existing user permissions and audit trails.Read 4 Oct 2026 · admsphere.com
- Availability
- The maker says its 2GP managed package is built for Salesforce AppExchange and that its listing is in progress.Read 4 Oct 2026 · admsphere.com
- Due diligence
- Fund-specific KYC supports Part B investor due diligence with jurisdiction-aware requirements and PEP and sanctions screening.Read 4 Oct 2026 · admsphere.com
- FATCA and CRS
- It tracks account-holder classification and self-certifications and generates submission-ready reports by jurisdiction.Read 4 Oct 2026 · admsphere.com
- Fund administration
- AdminSphere supports fund administration workflows for NAV review, capital events, investor servicing, KYC, and FATCA/CRS reporting with structured approvals and audit trails.Read 4 Oct 2026 · admsphere.com
- Implementation
- A typical implementation includes package installation, seed-data loading, role mapping, user training, and data migration, and the site says the platform is designed to be operational within weeks.Read 4 Oct 2026 · admsphere.com
- Investor register
- The platform tracks subscriptions, transfers, and redemptions in a real-time investor register.Read 4 Oct 2026 · admsphere.com
- Salesforce requirement
- AdminSphere installs as a managed package and requires a Salesforce Enterprise Edition or higher org.Read 4 Oct 2026 · admsphere.com
- SOC 2 readiness
- The maker says AdminSphere is built to SOC 2 controls and that readiness is underway.Read 4 Oct 2026 · admsphere.com
- Who it serves
- The maker identifies trust companies, corporate services providers, fund administrators, management companies, and family offices as target users.Read 4 Oct 2026 · admsphere.com
Plans and prices
Custom jurisdiction-specific pricing Priced on request Client-specific rates may override jurisdiction price-book defaults during the proposal process. Salesforce Enterprise Edition or higher required · Request a demo for pricing Read 4 Oct 2026 · admsphere.com
Where Specifiction places it
- Property Investment Management Software#6 of 307.6
- Entity Management#5 of 177.7
- Company Secretarial Software#8 of 277.7
- Fund Administration Software#11 of 307.6
