About WealthSphere

WealthSphere is a wealth management software that combines multiple client management modules, such as the customer relationship management (CRM) system, entity administration, document management, accounting, asset management, compliance workflows, billing, fund administration and customer portals.  Designed to streamline operations for trust, corporate and family office service providers, WealthSphere serves as a centralized platform and offers on-premises and cloud-hosted deployment options.
WealthSphere Software - WealthSphere entity dashboard
WealthSphere Software - WealthSphere entity relationship structure charts
WealthSphere video
WealthSphere Software - WealthSphere entity dashboard - thumbnail
WealthSphere Software - WealthSphere entity relationship structure charts - thumbnail

WealthSphere pricing

WealthSphere does not have a free version but does offer a free trial. WealthSphere paid version starts at US$65.00/month.

Starting Price:
US$65.00/month
Free Version:
No
Free trial:
Yes

Alternatives to WealthSphere

NetSuite

4.2 (1688 Reviews)
NetSuite is a cloud-based business management suite that incorporates ERP, financial management, CRM, and eCommerce... Learn more

Striven

4.8 (116 Reviews)
Striven is a cloud-based enterprise resource planning (ERP) solution suitable for many industries and organizations of... Learn more

AFAS Software

4.2 (9 Reviews)
Designed for businesses in accounting, education, construction and other industries, AFAS Software is a cloud-based... Learn more

PracticePanther Legal Software

4.7 (518 Reviews)
PracticePanther is the highest-rated, easiest-to-use, law practice management software on the market. Join tens of... Learn more

Quickbase

4.4 (313 Reviews)
Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations... Learn more

A1 Tracker

4.9 (69 Reviews)
A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's... Learn more

Priority Software

4.4 (61 Reviews)
Priority is a leading provider of scalable, agile, and open cloud-based business management solutions, serving... Learn more

CloudBlue PSA

4.5 (23 Reviews)
CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service... Learn more

Moxo

4.0 (22 Reviews)
Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by... Learn more

Axonaut

4.6 (22 Reviews)
Axonaut is a customer relationship management solution that helps businesses handle quotes, invoices, accounting,... Learn more

ClickUp

4.6 (4401 Reviews)
ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries.... Learn more

Related categories