# WealthSphere Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about WealthSphere Software - reviews, pricing plans, popular comparisons to other Entity Management products and more. Source: https://www.capterra.com/p/10019929/WealthSphere --- # WealthSphere Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) WealthSphere ## 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. ## What is WealthSphere used for? [KYC](https://www.capterra.com/kyc-software/)[Trust Accounting](https://www.capterra.com/trust-accounting-software/)[Compliance](https://www.capterra.com/compliance-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $65 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WealthSphere?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.myenvisual.com&name=WealthSphere) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WealthSphere 0.0 VS. [4.0 (1)](https://www.capterra.com/p/166246/Blueprint-OneWorld/#reviews) Starting Price $65 Per User, Per Month Starting Price $10000 Per Feature, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.0 (43) Value For Money 0.0 (0) Value For Money 0.0 (31) Customer Service 0.0 (0) Customer Service 4.0 (42) ## WealthSphere alternatives [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.8 (28)](https://www.capterra.com/p/232144/FileJet/reviews/) Starting price $350.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/) Starting price $28000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (13)](https://www.capterra.com/p/201476/Ondato/reviews/) Starting price $259.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about WealthSphere Overview ### What company size and specific industries is WealthSphere built for? WealthSphere is designed for trust and corporate service providers, family offices, private banks, wealth management firms, and accounting firms. It is built for organizations in financial services and professional services that manage client assets, advisory work, or fiduciary services across small, mid-market, and enterprise operations. Features and Usability ### What are the key features of WealthSphere? WealthSphere offers accounting and trust accounting, general ledger, CRM, client management, contact management, and lead management. It also includes document management and document storage, identity verification, interaction tracking, compliance management, regulatory reporting, transaction monitoring, risk management, reporting/analytics, and data security. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does WealthSphere integrate with? WealthSphere integrates with Digihub, Sumsub, and Microsoft Office 365 tools for document management, monitoring, and reporting. These catalog integrations connect the platform to identity verification and Microsoft-based workflow functions, giving WealthSphere support for a small set of third-party systems. Getting Started and Support ### What customer support options does WealthSphere offer? WealthSphere provides email/help desk, FAQ/forum, and chat support. These channels give users direct help, self-service guidance, and quick messaging options for common questions and account issues. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Client Management Manage contact details and communication with clients Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Security Protect sensitive data for digital privacy WealthSphere 20 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Manage contact details and communication with clients Track and manage adherence to policies for any service, product, process, or supplier Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Record and update information on legal entities Centralized accounting record which tracks all financial transactions Validating the identity of an individual or entity through verification of personal information or credentials Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Observe and track the demand, usage, progress or quality of a system, product, or user Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Preparing and submitting reports to regulatory authorities in compliance with industry-specific rules, regulations, and standards View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Monitor or audit historical and current transactions to analyze customer account activities Manage bookkeeping for client trust accounts Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic plan $65.00 Per User,Per Month ## Integrations [ Sumsub](https://www.capterra.com/p/188057/KYC-AML-Platform/)[ Office 365 Document Management](https://www.capterra.com/p/159852/Oxygen-Document-Management/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.