top of page

LICENSE THE MODULES YOU NEED

CRM // COMPLIANCE MODULE

ADD

Optional Modules

  • Company/trust administration

  • Document management

  • Accounting (client and corporate)

  • Practice management/billing

  • NAV fund administration/asset management

  • Customer portals

Optional modules:

Having all modules integrated into a unified system provides comprehensive visibility into entity data and ensures easy, efficient access. Centralised data also enhances data security with no data exchanges with external systems. 

Compliance Management  | WealthSphere by enSynergy

Your Next Wealth Management Software

Revolutionising Wealth Management

VISION

Next-Generation Software for Trust and Corporate Service Providers

Discover WealthSphere, the pinnacle of wealth management software solutions. Built on modern architecture and incorporating the latest in innovative technologies, WealthSphere is expertly designed to scale and adapt to your unique business requirements. Whether you operate a family office, a trust/corporate services provider, or a mutual fund, our software offers unparalleled flexibility and integration capabilities.

Screenshot showcasing efficient workflow management and personal profiles in WealthSphere Wealth Management Software.

Say goodbye to limitations. Discover the power of seamless migration to WealthSphereTCSP.

Unlock the Future of Customised Wealth Management

Transform your business with WealthSphere TCSP. Enjoy fully customisable features, seamless migration, and comprehensive support. Boost efficiency and enhance compliance today. Upgrade now!