---
description: Get information about WealthSphere price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: WealthSphere Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [WealthSphere](/software/1065315/wealthsphere)

# WealthSphere

Canonical: https://www.capterra.in/software/1065315/wealthsphere

> WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust \& corporate service providers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses WealthSphere?

Trust and Corporate Service Providers (TCSP)
Family Offices
Private Banks
Wealth Management Firms
Accounting Firms

## About the vendor

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

## Commercial Context

- **Starting Price**: $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 Software
- Client Management
- Compliance Management
- Contact Management Software
- Document Management Software
- Document Storage
- Entity Data Management
- General Ledger Software
- Identity Verification software
- Interaction Tracking
- Lead Management Software
- Monitoring
- Onboarding Software
- Reporting/Analytics
- Risk Management Software
- Transaction Monitoring
- Trust Accounting Software

## 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.capterra.in/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.in/directory/2/customer-relationship-management/software)
- [Trust Accounting Software](https://www.capterra.in/directory/30238/trust-accounting/software)
- [Client Onboarding software](https://www.capterra.in/directory/33476/client-onboarding/software)
- [Compliance Regulatory Software](https://www.capterra.in/directory/30110/compliance/software)
- [Company Secretarial Software](https://www.capterra.in/directory/31001/company-secretarial/software)

## Alternatives

1. [Athennian](https://www.capterra.in/software/181889/athennian) — 4.8/5 (43 reviews)
2. [Plaid](https://www.capterra.in/software/174384/plaid) — 4.4/5 (95 reviews)
3. [Binderr](https://www.capterra.in/software/1070891/Binderr-ID) (0 reviews)
4. [Complytek](https://www.capterra.in/software/1064343/complytek) (0 reviews)
5. [Diligent Entities](https://www.capterra.in/software/166246/blueprint-oneworld) — 4.0/5 (1 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/1065315/wealthsphere)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/1065315/wealthsphere> |
| de-AT | <https://www.capterra.at/software/1065315/wealthsphere> |
| de-CH | <https://www.capterra.ch/software/1065315/wealthsphere> |
| en | <https://www.capterra.com/p/10019929/WealthSphere/> |
| en-AE | <https://www.capterra.ae/software/1065315/wealthsphere> |
| en-AU | <https://www.capterra.com.au/software/1065315/wealthsphere> |
| en-CA | <https://www.capterra.ca/software/1065315/wealthsphere> |
| en-GB | <https://www.capterra.co.uk/software/1065315/wealthsphere> |
| en-IE | <https://www.capterra.ie/software/1065315/wealthsphere> |
| en-IL | <https://www.capterra.co.il/software/1065315/wealthsphere> |
| en-IN | <https://www.capterra.in/software/1065315/wealthsphere> |
| en-NZ | <https://www.capterra.co.nz/software/1065315/wealthsphere> |
| en-SG | <https://www.capterra.com.sg/software/1065315/wealthsphere> |
| en-ZA | <https://www.capterra.co.za/software/1065315/wealthsphere> |
| fr | <https://www.capterra.fr/software/1065315/wealthsphere> |
| fr-BE | <https://fr.capterra.be/software/1065315/wealthsphere> |
| fr-CA | <https://fr.capterra.ca/software/1065315/wealthsphere> |
| fr-LU | <https://www.capterra.lu/software/1065315/wealthsphere> |
| nl | <https://www.capterra.nl/software/1065315/wealthsphere> |
| nl-BE | <https://www.capterra.be/software/1065315/wealthsphere> |

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