---
description: Learn more about WealthSphere price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: WealthSphere Cost & Reviews - Capterra Australia 2026
---

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

# WealthSphere

Canonical: https://www.capterra.com.au/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**: 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
- Client Management
- Compliance Management
- Contact Management
- Document Management
- Document Storage
- Entity Data Management
- General Ledger
- Identity Verification
- Interaction Tracking
- Lead Management
- Monitoring
- Onboarding
- 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.capterra.com.au/directory/2/customer-relationship-management/software)

## Related Categories

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

## Alternatives

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

## Links

- [View on Capterra](https://www.capterra.com.au/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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