Your most frequently asked questions answered.

Excellent question! WealthSphere stands out from other CRM/TCSP systems in several ways. Firstly, our CRM module is just one part of our comprehensive suite of integrated modules. We also offer entity administration, document management, company/trust accounting, asset management, NAV fund administration, and more. Moreover, our CRM module is specifically tailored for the wealth management industry, providing powerful functionality to aid with entity compliance.

Not at all. WealthSphere's modules can be licensed as and when your business needs them, reducing your initial investment. The only 'mandatory' module is the CRM module as it contains the core data for your contacts and entities.

Yes it is. WealthSphere relies on the scalable Microsoft SQL platform, guaranteeing top-notch performance and reliability for customers of all sizes, from small teams to large multi-office installations.

You have the flexibility to choose between a fully hosted or on-premise implementation of WealthSphere. This means that your data within the WealthSphere software can be stored according to your preference. Whether you opt for a fully hosted SaaS system or an on-premise solution, rest assured that WealthSphere ensures your data resides exactly where you need it to be. We prioritize flexibility and security to meet your specific requirements.

Absolutely! WealthSphere offers the convenience of working straight out of the box, ensuring lower implementation time and cost, and enabling your firm to maximize the value of its investment quickly. However, we understand that every business has unique requirements. That's why many aspects of WealthSphere are customizable, including workflow, reporting and queries, dashboards, and accounting structures. Moreover, unlike other vendors, enSynergy provides bespoke software services for customers seeking an even closer fit to their needs.

NAVSphere is our dedicated suite of mutual fund administration modules tailored for small/start-up funds. It leverages key modules from WealthSphere, including CRM for managing fund holders and ensuring compliance and due diligence. Additionally, NAVSphere has the option to integrate with WealthSphere's Assets and GL modules for comprehensive fund accounting and NAV calculation.

To schedule a complimentary call with one of our knowledgeable staff members, simply click the "Book a Call" button. We're eager to learn more about your specific needs and assist you accordingly.

You have the flexibility to choose between a fully hosted or on-premise implementation of WealthSphere. This means that your data within the WealthSphere software can be stored according to your preference. Whether you opt for a fully hosted system or an on-premise solution, rest assured that WealthSphere ensures your data resides exactly where you need it to be. We prioritize flexibility and security to meet your specific requirements.

You have the flexibility to choose between a fully hosted or on-premise implementation of WealthSphere. This means that your data within the WealthSphere software can be stored according to your preference. Whether you opt for a fully hosted system or an on-premise solution, rest assured that WealthSphere ensures your data resides exactly where you need it to be. We prioritize flexibility and security to meet your specific requirements.

Yes, absolutely. enSynergy is committed to supporting you every step of the way. We provide comprehensive installation and configuration services to ensure your system is set up correctly. Additionally, our user training programs are designed to empower your team with the knowledge and skills they need to maximize the value of your investment.

Yes, indeed! enSynergy offers comprehensive ongoing software support, provided through a user-helpdesk style system. This support is included in our subscription pricing, ensuring that you have access to assistance whenever you need it.