---
description: Review of WealthSphere Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: WealthSphere | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [WealthSphere](/software/519853/WealthSphere)

# WealthSphere

Canonical: https://www.softwareadvice.co.nz/software/519853/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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: enSynergy Professional Services
- **Location**: Monaco, Monaco
- **Founded**: 1994

## Commercial Context

- **Starting Price**: US$65.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Please contact enSynergy Professional Services for pricing details.
- **Target Audience**: 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Antigua & Barbuda, Bahamas, Barbados, Bermuda, British Virgin Islands, Cayman Islands, Cook Islands, Curaçao, Cyprus, Gibraltar, Guernsey, Hong Kong SAR China, Isle of Man, Jersey, Liechtenstein, Luxembourg, Mauritius, Monaco, Netherlands, New Zealand and 1 more

## Features

- Accounting
- CRM
- Client Management
- Compliance Management
- Contact Management
- Data Security
- Document Management
- Document Storage
- Entity Data Management
- General Ledger
- Identity Verification
- Interaction Tracking
- Lead Management
- Monitoring
- Onboarding
- Regulatory Reporting
- Reporting/Analytics
- Risk Management
- Transaction Monitoring
- Trust Accounting

## Integrations (4 total)

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

## Support Options

- Email/Help Desk
- FAQs/Forum
- Chat

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Related Categories

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)
- [Trust Accounting Software](https://www.softwareadvice.co.nz/directory/2005/trust-accounting/software)
- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)
- [Compliance Software](https://www.softwareadvice.co.nz/directory/4363/compliance/software)
- [Company Secretarial Software](https://www.softwareadvice.co.nz/directory/4171/company-secretarial/software)

## Alternatives

1. [Athennian](https://www.softwareadvice.co.nz/software/146887/athennian) — 4.8/5 (43 reviews)
2. [Plaid](https://www.softwareadvice.co.nz/software/179020/plaid-for-lending) — 4.4/5 (101 reviews)
3. [Binderr](https://www.softwareadvice.co.nz/software/523068/Binderr-ID) (0 reviews)
4. [Signzy](https://www.softwareadvice.co.nz/software/513305/Signzy) — 5.0/5 (2 reviews)
5. [OnBoard](https://www.softwareadvice.co.nz/software/518840/Onboard) — 4.7/5 (3 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/519853/WealthSphere)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/519853/WealthSphere> |
| en | <https://www.softwareadvice.com/product/519853-WealthSphere/> |
| en-AU | <https://www.softwareadvice.com.au/software/519853/WealthSphere> |
| en-GB | <https://www.softwareadvice.co.uk/software/519853/WealthSphere> |
| en-IE | <https://www.softwareadvice.ie/software/519853/WealthSphere> |
| en-NZ | <https://www.softwareadvice.co.nz/software/519853/WealthSphere> |

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