WealthSphere

6.3easy start · #19of 24
in Family Office Software

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Runs where you workno

Runs on self-hosted, Web.

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WealthSphere is ranked #19 of 24 in family office software on The Geeks Club. It runs on Self-hosted, Web.

WealthSphere plans and pricing

All plans

Modular pricing Book a demo for a tailored quote. License only the modules you need · pricing scaled to user count and jurisdictions mywealthsphere.com · 3 Oct 2026

Compared on family office software

Consolidated reporting: Yes
Investment accounting: Yes
Entity management: Yes
Document management: Yes
Workflow automation: Yes
Data import methods: automated

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The record

Product: WealthSphere is integrated client management software for trust, corporate, and family office service providers.
Modules: Its modules include CRM, entity administration, document management, trust and company accounting, asset management, compliance workflow, billing, fund administration, and customer portals.
CRM and compliance: The CRM supports KYC/CDD compliance, communications, task workflows, automated onboarding, and digital ID verification.
Regulatory support: The CRM is described as supporting CRS and FATCA requirements.
Document security: LiveFile is an integrated document management system with encrypted document control, search, and links to compliance and accounting data.
Accounting: Accounting supports multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress.
Entity administration: The Administrator module manages companies, trusts, foundations, and partnerships across jurisdictions, with compliance, document generation, and automation tools.
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.
Integrations: The maker says DigiHub, developed by Vega Technology, supports client onboarding and digital ID verification.
Deployment: WealthSphere is available as cloud SaaS or on-premise software.
Data security: The maker describes anonymization options and security measures for AML, CDD, and EDD requirements.
Migration and support: The company offers migration from systems including TrustQuay, Quantios, and Viewpoint, plus ongoing support during and after migration.
Company: WealthSphere is presented as a product by enSynergy, whose co-founder is described as having founded the company in 2000.
Founded: 2000

Where it ranks on The Geeks Club

Best Family Office Software in 2026#19 of 24

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Sources

mywealthsphere.com· checked 3 Oct 2026
mywealthsphere.com/wealthspheretcsp· checked 3 Oct 2026
mywealthsphere.com/about-us-old· checked 3 Oct 2026