WealthSphere
WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust & corporate service providers.
What is WealthSphere?
WealthSphere - tailored for trust, corporate, & family office service providers. It offers integrated client management modules like CRM and entity administration, document management, accounting, asset management, compliance workflow, billing, fund administration, and customer portals. Key Features: *CRM: Manages entity KYL/CDD compliance, communications, & task workflows. Supports automated onboarding with digital IDV. * Entity Administrator: Handles legal entity administration for companies, trusts, foundations, partnerships +, across multiple jurisdictions. Manages compliance, regulatory reporting, and corporate document production. Displays relationships graphically with the LiveWealth structures module. Benefits: Modular Pricing: License only the needed modules, maximizing ROI. Flexible Deployment: Choose on-premise or cloud-hosted. Data Security: Robust security measures ensure data protection and compliance. WealthSphere centralises operations, enhancing productivity/security.
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The official website of WealthSphere is https://www.myenvisual.com/
WealthSphere - tailored for trust, corporate, & family office service providers. It offers integrated client management modules like CRM and entity administration, document management, accounting, asset management, compliance workflow, billing, fund administration, and customer portals. Key Features: *CRM: Manages entity KYL/CDD compliance, communications, & task workflows. Supports automated onboarding with digital IDV. * Entity Administrator: Handles legal entity administration for companies, trusts, foundations, partnerships +, across multiple jurisdictions. Manages compliance, regulatory reporting, and corporate document production. Displays relationships graphically with the LiveWealth structures module. Benefits: Modular Pricing: License only the needed modules, maximizing ROI. Flexible Deployment: Choose on-premise or cloud-hosted. Data Security: Robust security measures ensure data protection and compliance. WealthSphere centralises operations, enhancing productivity/security.
WealthSphere belongs to the AML, Accounting Practice Management, Client Onboarding, Company Secretarial, Compliance, Document Management, Entity Management, KYC, Trust Accounting category.
WealthSphere offers features such as Compliance Management, Reporting/Analytics, Transaction Monitoring, Client Management, Document Management, Onboarding, Monitoring, Risk Management, Document Storage, Entity Data Management, Identity Verification, Accounting, Trust Accounting.
No, WealthSphere does not offer a free trial.
Pricing
Starting at:
USD 65/per month
Free Trial Available
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