WealthSphere 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
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Overview

WealthSphere

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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

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WealthSphere Features

Popular features found in Trust Accounting
Accounting
Bank Reconciliation
Case Management
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Document Management
Fee Calculation & Posting
Tax Management
Time & Expense Tracking
More features of WealthSphere
Client Management
Contact Management
CRM
Data Security
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