AdminSphere

6.4easy start · #8 of 30
in Fund Administration Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web.

Visit site Alternatives

AdminSphere is ranked #8 of 30 in fund administration software on The Geeks Club. It runs on Android, API, iOS, Web.

AdminSphere plans and pricing

All plans

Custom jurisdiction-specific pricing Not published Client-specific rates may override jurisdiction price-book defaults during the proposal process. Salesforce Enterprise Edition or higher required · Request a demo for pricing admsphere.com · 4 Oct 2026

Compared on fund administration software

NAV workflows: Yes
Capital call workflows: Yes

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The record

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.
Accounting scope: It complements existing accounting records rather than replacing the general ledger.
Investor register: The platform tracks subscriptions, transfers, and redemptions in a real-time investor register.
Due diligence: Fund-specific KYC supports Part B investor due diligence with jurisdiction-aware requirements and PEP and sanctions screening.
FATCA and CRS: It tracks account-holder classification and self-certifications and generates submission-ready reports by jurisdiction.
Salesforce requirement: AdminSphere installs as a managed package and requires a Salesforce Enterprise Edition or higher org.
Security: The maker says the platform uses Salesforce SOC 2-certified infrastructure, multi-tenant isolation, field-level security, and four purpose-built permission sets.
SOC 2 readiness: The maker says AdminSphere is built to SOC 2 controls and that readiness is underway.
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.
AI integration: A built-in MCP server connects to Claude, ChatGPT, and other MCP-compatible assistants while applying existing user permissions and audit trails.
Who it serves: The maker identifies trust companies, corporate services providers, fund administrators, management companies, and family offices as target users.
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.
Availability: The maker says its 2GP managed package is built for Salesforce AppExchange and that its listing is in progress.

Where it ranks on The Geeks Club

Best Fund Administration Software in 2026#8 of 30

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Sources

admsphere.com/fund-administration-software· checked 4 Oct 2026
admsphere.com· checked 4 Oct 2026