WealthSphere 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if WealthSphere is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

WealthSphere

No reviews yet

Pricing

Starting at $65.00 per month

About WealthSphere

WealthSphere is a wealth management software that combines multiple client management modules, such as the customer relationship management (CRM) system, entity administration, document management, accounting, asset management, compliance workflows, billing, fund administration and customer portals.

Designed to streamline operations for trust, corporate and family office service providers, WealthSphere serves as a centralized platform and offers on-premises and cloud-hosted deployment options.

WealthSphere Screenshots

WealthSphere Pricing and Plans

Starting price: $65.00 per month

Free Trial

Free Version

Basic plan

$65.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

WealthSphere Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of WealthSphere
Accounting
Client Management
Compliance Management
Contact Management
CRM
Data Security
Document Management
Document Storage
Entity Data Management
General Ledger
Identity Verification
Interaction Tracking
Lead Management
Monitoring
Onboarding
Regulatory Reporting
Risk Management
Transaction Monitoring
Trust Accounting