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Seamless Transition to WealthSphere

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 firm, 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.

Effortless Efficiency for TCSP Firms

Effortless Efficiency​

Discover how WealthSphere redefines Effortless Efficiency. Our TCSP/Wealth Management Software is designed to streamline workflows, from digital customer onboarding to compliance reviews.  Automate repetitive tasks, and reduce business costs significantly. Empower your staff and foster business growth without increasing headcount with our premier workflow automation tools.

Detailed view of custom configuration options within WealthSphere, tailored for trust and corporate service providers.

Tailored Configuration for Your Business Needs

Tailored Configuration 

Based on a detailed consultation, we configure the WealthSphere platform to align perfectly with your business structure. This includes setting up accounts, defining user roles, and integrating financial and client data into our system. Our experts work closely with you to understand your unique requirements and tailor the system to fit seamlessly into your operations.

Comprehensive Assets & Accounting Solutions with WealthSphere

Asset & Accounting Solutions

WealthSphere provides robust multi-currency, multi-entity accounting capabilities through its advanced General Ledger system, ensuring precise and accurate trust and company accounting. Expand your financial management with customizable modules such as Assets360 for comprehensive asset management, enterprise billing for efficient invoicing, and timesheet capture for work-in-progress tracking.

 

Our ALLtime module streamlines time entries and integrates seamlessly with the sales ledger, offering flexible billing methods from ad hoc to scheduled profile-based billing. Simplify your accounting and asset management processes with WealthSphere’s tailored solutions, designed to enhance efficiency and support the complex needs of trust and company accounting.

Interface of WealthSphere showcasing robust asset and multi-currency accounting solutions for streamlined financial management.
Visual display of WealthSphere’s All-in-One Data Hub, integrating critical customer information for enhanced data quality and compliance.

All-in-One Data Hub: Mastering Trust Administration

All-in-One
Data Hub

Our Trust Administration Software is your All-in-One Data Hub, ensuring enhanced data quality and seamless compliance. This central system integrates all critical customer information into one secure centralised platform, providing comprehensive visibility and control — true digital transformation for superior data management.

Introducing Your Trusted Team

At WealthSphere, trust and transparency are not just values; they are the foundation of our company. Meet the dedicated team committed to upholding these principles with every client interaction. Our experts are skilled in their fields and steadfast in maintaining the integrity and transparency you expect from a leader in wealth management solutions.

Brett Hall

CEO - Co-founder

Brett, a co-founder of enSynergy in 2000, stands as a pivotal visionary driving the company's product innovation and methodology. Armed with a Bachelor of Business degree in Accounting and Tax Law, Brett's expertise serves as a cornerstone for our organization. Before his tenure at enSynergy, Brett dedicated 15 years to the Offshore Corporate Services sector, notably in Monaco, honing his skills in business process design and optimization. As a qualified accountant, Brett brings a unique perspective to our team, ensuring our solutions align seamlessly with the evolving needs of our clientele.

Brett, a co-founder of enSynergy in 2000, stands as a pivotal visionary driving the company's product innovation and methodology.

James Reddy

Director Client Services - Co-founder

Jim, a co-founder of enSynergy in 2000, leads our esteemed client services division with a wealth of experience in implementing and supporting advanced wealth management applications. His expertise is exemplified by successful implementations and ongoing support for prominent entities like KPMG, Société Générale, and Royal and Sun Alliance. Jim's profound understanding of large client/server databases, garnered through years of hands-on experience, positions him as an invaluable asset within the enSynergy team. His dedication ensures that our clients receive unparalleled support and guidance, maximizing the value of our solutions for their unique needs.

Jim, a co-founder of enSynergy in 2000, leads our esteemed client services division with a wealth of experience in implementing and supporting advanced wealth management applications.

Leigh Ward

Head of Development

Leigh heads up our development team based in the UK. With over a decade of experience in crafting cutting-edge accounting software, Leigh brings a wealth of expertise to our organization. Before joining enSynergy, Leigh was a senior accounting software developer at SAGE, a testament to his deep understanding of the industry.  His leadership ensures that our software solutions remain innovative, efficient, and tailored to meet the evolving needs of our clients.

Leigh heads up our development team based in the UK. With over a decade of experience in crafting cutting-edge accounting software, Leigh brings a wealth of expertise to our organization.

Dexter Tyers

Senior Client Services Specialist

Dexter heads up enSynergy's Software Support and Implementations team, leading with over 20 years of computer support experience and Microsoft MCP\MSA certifications.  Responsible for all aspects of software support, from installations to user training and ongoing assistance, Dexter ensures clients receive top-notch support. With a keen eye for detail and dedication to excellence, his leadership and technical proficiency guarantee smooth software implementations and seamless user experiences.

Dexter heads up enSynergy's Software Support and Implementations team, leading with over 20 years of computer support experience and Microsoft MCP\MSA certifications. 

Alex Mellor

New Technologies/Special Projects

Alex leads our New Technologies and Special Projects at enSynergy, bringing a wealth of experience in high-end web technology projects across multiple platforms. His notable successes include pioneering customer fulfilment and automated systems for Domino Pizza's global network. Alex played a pivotal role in the design and methodologies behind our innovative WealthSphere platform, showcasing his expertise and vision in shaping cutting-edge solutions for our clients. With Alex's expertise, we continue to push the boundaries of technology to deliver exceptional results and drive forward-thinking initiatives at enSynergy.

Alex leads our New Technologies and Special Projects at enSynergy, bringing a wealth of experience in high-end web technology projects across multiple platforms.

Robert Tippet

Financial Controller

Robert brings over 25 years of financial expertise to enSynergy, serving as our Financial Controller. With a robust background in financial management, Robert plays a pivotal role in overseeing our financial operations, ensuring precision and compliance in all financial matters. His keen analytical skills and strategic insights contribute significantly to the company's financial health and growth. Robert's commitment to excellence and his proactive approach to financial planning make him an invaluable asset to our team. At enSynergy, he is instrumental in driving financial efficiency and supporting our mission to deliver top-tier SaaS solutions to the TCSP and financial services sector.

Robert brings over 25 years of financial expertise to enSynergy, serving as our Financial Controller. With a robust background in financial management, Robert plays a pivotal role in overseeing our financial operations, ensuring precision and compliance in all financial matters.

Digital Client Onboarding Workflow with a secure technology platform

Seamless Digital Client Onboarding

The integration of DigiHub, developed by Vega Technology, enhances digital interactions between financial service providers and their clients. This powerful collaboration streamlines client onboarding, ensuring compliance and delivering a seamless client experience.

Illustration of DigiHub integration on WealthSphere platform, enhancing digital client interactions and onboarding.
Automated Onboarding Processes

Simplify and accelerate the client onboarding process with automated workflows, reducing manual input and minimizing errors.

Seamless Digital Interactions

Improve the client experience through intuitive digital interfaces, making interactions smooth and straightforward.

Online ID
Verification

Incorporate secure, real-time ID verification to streamline client authentication, ensuring compliance with regulatory requirements and enhancing security.

Compliance
Alerts

WealthSphere’s robust compliance features ensure all client onboarding processes adhere to regulatory standards, providing peace of mind and operational integrity.

Cost Reduction and Efficiency

By streamlining workflows and automating repetitive tasks, DigiHub significantly reduces operational costs and enhances overall efficiency.

Key Benefits of Digital Onboarding

WealthSphere brand image highlighting its commitment to revolutionizing wealth management through advanced software solutions.

"WealthSphere provided the powerful CRM, workflow, and document management we needed, enhancing compliance and efficiency. Their responsive support has been key to our growth."

CEO, Major Swiss/Caribbean Financial Group

"Since 2000, WealthSphere's flexibility and custom development have met our evolving needs, offering comprehensive modules and excellent support."

Partner, Major Swiss Trustees Firm

"WealthSphere has been a reliable partner since 1996, offering consistent support and a robust, ever-evolving system for our diverse needs."

CIO, Family Office, London/Monaco

WealthSphere's modularity and scalability perfectly suited our Family Office Trust Company's needs, enhancing client relationships and compliance.

Partner, Canadian Trust Company Inc.

"After significant growth, WealthSphere met our needs for CRM, AML, and more, offering tailored solutions and exceptional support."

VP Trust Services, Major Canadian Trust Company

Graphic timeline depicting the easy and efficient onboarding process with WealthSphere software.

Digital Client Onboarding Workflow with a secure technology platform

Seamless Transition

We understand that transitioning to a new system can be daunting, so we offer comprehensive data migration services from a range of competitor systems into WealthSphere. We aim to ensure your move to our platform is smooth and effortless.

 

We provide ongoing support throughout the migration process and beyond. Our dedicated team is here to assist with any questions or issues, ensuring you are fully comfortable and confident using WealthSphere.

Experience the difference with WealthSphere and enjoy a seamless transition to a more efficient and integrated trust and corporate services software solution.

Ready to get started?

Step Four

Go-Live Support and Optimization

Transition smoothly with full support from our technical team as you go live with WealthSphere. Post-implementation, we continue optimising the system through proactive monitoring and adjustments to ensure optimal performance.

A Photo of Oncall Team of Wealth Sphere

You will most likely be looked after by one of Dexter Tyers' team who will provide ongoing Support and Optimization.

Step Three

Training and Knowledge Transfer

Receive comprehensive training designed to empower your team with the knowledge and skills needed to effectively use WealthSphere. Training sessions are conducted online or on-site and are customized to different user roles within your organization.

A Photo of Connor Kirk of Wealth Sphere

You will most likely talk to one of Connor Kirk's team who will guide you through the Training and Knowledge Transfer.

Step One

Begin your journey with WealthSphere by scheduling an initial consultation. Our team will assess your specific needs and outline how our software can be tailored to optimize your business operations.

A Photo of Brett Hall CEO - Co-founder of Wealth Sphere

You will most likely talk to Brett Hall, who will guide you through the demo and initial onboarding process.

Initial Consultation and Demo

A Photo of Wealth Sphere Timeline

Step Two

Custom Configuration 
and Setup

Based on the consultation, we configure the WealthSphere platform to align perfectly with your business structure. This includes setting up accounts, defining user roles, and integrating existing financial and client data into our system.

A Photo of Dexter Tyers of Wealth Sphere

You will most likely talk to Dexter Tyers who will guide you through the Custom Configuration & Setup.

Graphic timeline depicting the easy and efficient onboarding process with WealthSphere software.

Key Benefits of WealthSphere Migration

We tailor the WealthSphere configuration to your specific business needs, ensuring a perfect fit.

Customized
Setup

All your financial and client data is seamlessly integrated into our system, preserving data integrity and continuity.

Comprehensive
Integration

Our expert team manages the entire migration process, minimizing downtime and ensuring a smooth transition.

Smooth
Transition

Once on WealthSphere, benefit from our advanced features and automation tools that drive productivity and efficiency.

Enhanced
Efficiency
A Photo of Wealth Sphere Brand

Elevate your trust and corporate services with WealthSphere

Revolutionize Your Wealth Management

Experience streamlined operations, enhanced security, and unmatched adaptability. Ready for a smarter solution? Press the button above to book a demo today and see how our software can transform your business.

Hero shot of WealthSphere, the best custom wealth management software on the market, showcasing its comprehensive features and sleek interface.