WealthSphere

Spec sheet

Product

WealthSphere is integrated client management software for trust, corporate, and family office service providers.Read 3 Oct 2026 · mywealthsphere.com

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.Read 3 Oct 2026 · mywealthsphere.com

Deployment

WealthSphere is available as cloud SaaS or on-premise software.Read 3 Oct 2026 · mywealthsphere.com

Integrations

The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification.Read 3 Oct 2026 · mywealthsphere.com

Founded

2000Read 28 Sep 2026 · mywealthsphere.com

Company

WealthSphere is presented as a product by enSynergy, whose co-founder is described as having founded the company in 2000.Read 3 Oct 2026 · mywealthsphere.com

Accounting

Accounting supports multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress.Read 3 Oct 2026 · mywealthsphere.com

CRM and compliance

The CRM supports KYC/CDD compliance, communications, task workflows, automated onboarding, and digital ID verification.Read 3 Oct 2026 · mywealthsphere.com

Data security

The maker describes anonymization options and security measures for AML, CDD, and EDD requirements.Read 3 Oct 2026 · mywealthsphere.com

Document security

LiveFile is an integrated document management system with encrypted document control, search, and links to compliance and accounting data.Read 3 Oct 2026 · mywealthsphere.com

Entity administration

The Administrator module manages companies, trusts, foundations, and partnerships across jurisdictions, with compliance, document generation, and automation tools.Read 3 Oct 2026 · mywealthsphere.com

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.Read 3 Oct 2026 · mywealthsphere.com

Migration and support

The company offers migration from systems including TrustQuay, Quantios, and Viewpoint, plus ongoing support during and after migration.Read 3 Oct 2026 · mywealthsphere.com

Modules

Its modules include CRM, entity administration, document management, trust and company accounting, asset management, compliance workflow, billing, fund administration, and customer portals.Read 3 Oct 2026 · mywealthsphere.com

Regulatory support

The CRM is described as supporting CRS and FATCA requirements.Read 3 Oct 2026 · mywealthsphere.com

Plans and prices

Every WealthSphere plan and price →

Where Specifiction places it

• Family Office Software#24 of 246.7