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Wealth & Private Banking › Trust & Estate › Trust Accounting
enSynergy WealthSphere
Trust, corporate-services and family-office administration software with integrated accounting.
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Overview
enSynergy develops WealthSphere, an administration platform for trust, corporate-services and family-office providers that combines client and entity management with accounting and compliance. It is built to handle the structures and relationships typical of fiduciary and private-wealth businesses.
WealthSphere supports trust and entity administration alongside accounting, reporting and recordkeeping, giving providers a single system to manage clients, structures and ongoing fiduciary obligations.
Key Features
- + Trust and entity administration
- + Integrated trust accounting
- + Client and relationship management
- + Corporate-services administration
- + Compliance and recordkeeping
- + Reporting for fiduciary structures
Integrations
Open API
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