---
description: Learn more about WealthSphere. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: WealthSphere Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Entity Management Software](/directory/1823/entity-management/software) > [WealthSphere](/software/2076509/wealthsphere)

# WealthSphere

Canonical: https://www.getapp.com.au/software/2076509/wealthsphere

> WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of WealthSphere

• Visualize various aspects of wealth clients in a unified integrated system.&#10;• Integrate entity compliance, administration, and financials.&#10;• Utilize dashboards to highlight issues or irregularities.&#10;• Allows both on-premises and cloud hosting for various business preferences.&#10;• Offers integrated accounting and asset management capabilities.&#10;• Enhance productivity and streamline operations with the client management module.&#10;• Ensure data security and compliance with regulatory standards.

## About the vendor

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

## Commercial Context

- **Starting Price**: USD 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 and 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

- [Entity Management Software](https://www.getapp.com.au/directory/1823/entity-management/software)

## Related Categories

- [Entity Management Software](https://www.getapp.com.au/directory/1823/entity-management/software)
- [CRM Software](https://www.getapp.com.au/directory/230/crm/software)
- [Trust Accounting Software](https://www.getapp.com.au/directory/126/trust-accounting/software)
- [Client Onboarding Software](https://www.getapp.com.au/directory/3839/client-onboarding/software)
- [Compliance Software](https://www.getapp.com.au/directory/243/compliance/software)

## Alternatives

1. [Diligent Entities](https://www.getapp.com.au/software/110027/blueprint-oneworld) — 4.0/5 (1 reviews)
2. [Athennian](https://www.getapp.com.au/software/116755/athennian) — 4.8/5 (43 reviews)
3. [Plaid](https://www.getapp.com.au/software/113185/plaid) — 4.4/5 (95 reviews)
4. [Binderr](https://www.getapp.com.au/software/2081757/binderr) (0 reviews)
5. [Signzy](https://www.getapp.com.au/software/2079668/signzy) — 5.0/5 (2 reviews)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2076509/wealthsphere)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/operations-management-software/a/wealthsphere/> |
| en-AE | <https://www.getapp.ae/software/2076509/wealthsphere> |
| en-AU | <https://www.getapp.com.au/software/2076509/wealthsphere> |
| en-CA | <https://www.getapp.ca/software/2076509/wealthsphere> |
| en-GB | <https://www.getapp.co.uk/software/2076509/wealthsphere> |
| en-IE | <https://www.getapp.ie/software/2076509/wealthsphere> |
| en-NZ | <https://www.getapp.co.nz/software/2076509/wealthsphere> |
| en-SG | <https://www.getapp.sg/software/2076509/wealthsphere> |
| en-ZA | <https://www.getapp.za.com/software/2076509/wealthsphere> |
| fr | <https://www.getapp.fr/software/2076509/wealthsphere> |
| fr-BE | <https://fr.getapp.be/software/2076509/wealthsphere> |
| fr-CA | <https://fr.getapp.ca/software/2076509/wealthsphere> |
| nl | <https://www.getapp.nl/software/2076509/wealthsphere> |
| nl-BE | <https://www.getapp.be/software/2076509/wealthsphere> |

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