WealthSphere

What WealthSphere is

WealthSphere is integrated client management software for trust, corporate, and family office service providers. Its modules cover CRM, entity administration, document management, trust and company accounting, asset management, compliance workflow, billing, fund administration, and customer portals. The CRM supports KYC/CDD compliance, communications, task workflows, automated onboarding, digital ID verification, and CRS and FATCA requirements. LiveFile provides encrypted document control and search connected to compliance and accounting data. Accounting handles multiple currencies and entities, a General Ledger, asset management, enterprise billing, and timesheet work-in-progress. The Administrator module manages companies, trusts, foundations, and partnerships across jurisdictions, with compliance, document generation, and automation. NAVSphere supports open and closed funds with General Ledger-linked NAV calculations, scheduled fees, and reporting. WealthSphere is offered as cloud SaaS or on-premise software, with web and self-hosted platforms. Modular pricing is available by quote, scaled to users and jurisdictions. Migration and ongoing support are offered for systems including TrustQuay, Quantios, and Viewpoint.