Welcome to WealthSphere,
thanks for visiting.
Do any of these sound familiar?
Need an all-in-one trust & corporate system to automate compliance & boost client service
Searching for a better alternative to TrustQuay or Viewpoint...
Want full control over where your private client data is stored...
Desire more time for what you love and less on repetitive compliance tasks?
Effortless Efficiency for TCSP Firms
Key Features:
WealthSphere provides an all-in-one platform for managing client relationships, legal entities, and financial operations. Our integrated modules include CRM, entity administration, document management, trust and company accounting, asset management, compliance workflow, billing, fund administration, and customer portals.
Tailored Configuration for
Your Business Needs
Advanced CRM Module:
Manage entity KYC/CDD compliance, communications, and task workflows efficiently. With automated onboarding and digital ID verification (IDV), you can ensure a seamless client experience.
Comprehensive Assets & Accounting Solutions with WealthSphere
Entity Administration:
Handle all aspects of legal entity administration, including companies, trusts, foundations, and partnerships. WealthSphere supports multiple jurisdictions, managing compliance, regulatory reporting, and corporate document production. Visualize all relationships graphically using our LiveWealth structures module.
Tailored Pricing
Modular Pricing:
Only pay for the modules you need. WealthSphere’s modular pricing ensures you maximize your return on investment by licensing the features that are most critical to your business.
Pricing from $65/user/month.
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 Analyst and Controller
Robert brings over 25 years of financial expertise to enSynergy, serving as our Financial Controller and Analyst. 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.
Tailored Security Configuration for Your Business Needs
Unmatched Data Security:
Protect your sensitive information with robust security measures. WealthSphere ensures compliance with industry-specific regulatory requirements, including AML, CDD, and EDD, while offering anonymization options to maintain data privacy.
Digital Client Onboarding Workflow with a Secure Technology Platform
Why Choose WealthSphere?
The integration of DigiHub, developed by Vega Technology, enhances digital interactions between financial service providers and their clients. This powerful collaboration streamlines client onboarding and digital ID verification, ensuring compliance and a seamless client experience.
Streamlined Operations
Centralize all your critical functions within one platform to reduce inefficiencies and enhance productivity.
Cost-Effective Solutions:
Our modular pricing model ensures you only pay for what you need, optimizing your investment.
Enhanced Data Security
Secure your data with advanced security protocols and compliance features.
Scalable and Flexible
WealthSphere grows with your business, supporting more users, clients, and data without compromising performance.
Cost Reduction and Efficiency
By streamlining workflows and automating repetitive tasks, DigiHub significantly reduces operational costs and enhances overall efficiency.
Key Benefits of WealthSphere
"Transitioning to WealthSphere was a smooth process, thanks to their dedicated implementation team. The results have been outstanding, with improved workflow automation and better compliance management. We highly recommend WealthSphere to any firm looking to enhance their operations."
Robert Wilkinson, CEO, Trust Company
Seamless Transition and Outstanding Results
"The support and customization options provided by WealthSphere/enSynergy are top-notch. The team took the time to understand our unique needs and delivered a solution that perfectly fits our requirements. Their commitment to client satisfaction is evident in every interaction."
Emily Davis, Operations, Corporate Services
Excellent Support and Customization
"The integration of WealthSphere into our operations has enhanced our efficiency and productivity. The platform's ability to streamline repetitive tasks and improve data accuracy has been invaluable. We can now manage our client relationships and compliance tasks with ease."
Michael Crowhurst, CFO, Wealth Management
Enhanced Efficiency and Productivity
"WealthSphere offers unparalleled control over our data storage. Knowing that our client data is securely stored and compliant with data sovereignty rules gives us peace of mind. The system's flexibility and modular pricing have also made it a cost-effective solution for our firm."
Sarah Johnson, Partner, Family Office
Superior Data Control and Security
"Switching to WealthSphere was the best decision we made. The compliance automation features are a game-changer, allowing us to stay ahead of regulatory changes effortlessly. We now have more time to focus on growing our business and providing exceptional service to our clients."
Thomas Smith, Managing Director, Corporate Services
A Game-Changer for Compliance
"WealthSphere has truly transformed the way we manage our trust and corporate services. The automation of compliance tasks has saved us countless hours and improved our client service significantly. The transition from our old system was seamless, and the support team has been fantastic."
Jane Ellison, CEO, Trust Services
Transforming Our Operations
"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
Transforming Our Operations
"Since 2000, WealthSphere's flexibility and custom development have met our evolving needs, offering comprehensive modules and excellent support."
Partner, Major Swiss Trustees Firm
Flexibility & Custom Development
"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
Ever-Evolving System
WealthSphere's modularity and scalability perfectly suited our Family Office Trust Company's needs, enhancing client relationships and compliance.
Partner, Canadian Trust Company Inc.
Enhancing Client Relationships & Compliance
"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
Tailored Solutions &exceptional Support
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 such as (but not limited to) TrustQuay, Quantios and Viewpoint, 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 & 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.
You will most likely be looked after by one of Dexter Tyers' team who will provide ongoing Support and Optimization.
Step Three
Training & 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.
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.
You will most likely talk to Brett Hall, who will guide you through the demo and initial onboarding process.
Initial Consultation and Demo
Step Two
Custom Configuration
& 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.
You will most likely talk to Dexter Tyers who will guide you through the Custom Configuration & Setup.
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
Elevate your trust and corporate services with WealthSphere
Revolutionize Your Wealth Management
Experience streamlined operations, enhanced security, and unmatched adaptability. Ready for a more innovative solution? Press the button above to book a demo today and see how our software can transform your business.
All-in-One Data Hub: Mastering
Trust Administration
Flexible Deployment Options:
Choose the deployment method that best suits your business needs. WealthSphere can be hosted on-premise for complete control or in the cloud SaaS for scalability and reduced IT overhead.
Your Next Trust & Corporate Services Software.
The Premier Wealth Management Software Solution.
Discover the ultimate solution for trust administration, corporate services, and family office administration with WealthSphere.
Designed by enSynergy, WealthSphere is a cutting-edge wealth management software that integrates a comprehensive suite of modules to streamline your operations, enhance regulatory compliance, and improve client satisfaction.
