WealthSphere software provides an integrated management platform that helps financial firms streamline complex operations. While it lacks a native mobile app, its strength lies in a secure, all-in-one ecosystem with powerful, niche-specific modules. For firms prioritizing data security and unified functionality, WealthSphere is a compelling choice.
WealthSphere Specifications
Contact Management
Lead Management
Customer Communication Tracking
Customer Segmentation
What Is WealthSphere?
WealthSphere is a specialized business management platform designed for the wealth management sector, including trust companies, family offices, and corporate service providers. It offers built-in customer relationship management (CRM) tools to help firms manage client relationships, centralize data, and maintain accurate communication records. Key features like the ‘Entity Administrator’ and integrated compliance support the management of complex legal structures across multiple jurisdictions. The platform also automates critical processes such as client onboarding, reducing administrative overhead and minimizing audit risks.
WealthSphere Pricing
WealthSphere cost offers a modular structure starting from $65/user/month, allowing you to license additional features and modules based on your firm's specific needs.
Disclaimer: The pricing is subject to change.
WealthSphere Integrations
The software is designed as a fully integrated, all-in-one system to enhance security by minimizing external data exchange. It primarily integrates with its own internal modules and select partners, such as DigiHub.
Who Is WealthSphere For?
WealthSphere is ideal for a wide range of financial sectors, including:
- Trust administration and accounting firms
- Family offices
- Fund administrators
- Fiduciary firms
- Law and accountancy firms
- Company secretaries
- Corporate service providers
Is WealthSphere Right For You?
WealthSphere is the ideal fit for financial service firms seeking to consolidate multiple disparate systems into a single, secure, and unified platform. Its standout quality is its deep vertical integration, offering specialized modules for everything from precision trust accounting to automated compliance workflows. Praised by clients for its powerful features and responsive support, WealthSphere provides a robust foundation for firms that prioritize data integrity and operational control over broad third-party connectivity.
Still doubtful if WealthSphere is the right fit for you? Connect with our customer support team at (661) 384-7070 for further guidance.
WealthSphere Features
This module is a specialized CRM for wealth management, integrating compliance, task management, and communication history, including support for CRS and FATCA reporting. It centralizes all client data, simplifies monitoring, enhances data accuracy, and ensures regulatory compliance.
See How It WorksManage diverse legal entities like companies, trusts, and partnerships across multiple jurisdictions and currencies. This feature streamlines the maintenance of entity-related data, automates document generation, and simplifies the handling of complex corporate structures and regulatory reporting.
See How It WorksLiveFile is a secure, integrated document management system (DMS) offering encrypted control over your files. It links documents directly to compliance and accounting records, which helps reduce audit costs and provides a total lock-down mode for maximum file security.
See How It WorksThis feature delivers multi-currency and multi-entity accounting capabilities through a general ledger tailored for precision trust accounting. It includes expandable modules for asset management, enterprise billing, and tracking timesheet for work-in-progress, consolidating all financial operations within one system.
See How It WorksAutomate and manage critical business processes like client onboarding and transaction monitoring with full control and comprehensive audit trails. This customizable business process management (BPM) engine enhances efficiency and ensures adherence to regulatory protocols, reducing compliance risks.
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