# WealthSphere Reviews **Vendor:** enSynergy Professional Services **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 10 ## About WealthSphere Our LiveFile document management system can be implemented in total 'lock-down' mode completely protecting your files from file theft. ## WealthSphere Pros & Cons **What users like:** - Users value the **security features** of WealthSphere, ensuring safe document management and database protection across office applications. (5 reviews) - Users appreciate the **secure and user-friendly data management** capabilities of WealthSphere, enhancing their document handling experience. (4 reviews) - Users appreciate the **high security** of WealthSphere, ensuring their database and files are securely stored and accessed. (3 reviews) - Users appreciate the **secure cloud storage** of WealthSphere, enhancing compliance and management of important financial documents. (2 reviews) - Users value the **secure storage** of WealthSphere for its ability to keep sensitive files safe and compliant. (2 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Easy Sharing (1 reviews) - File Sharing (1 reviews) - Secure Sharing (1 reviews) **What users dislike:** - Users experience occasional **slow performance** with WealthSphere, impacting the overall usability during critical tasks. (4 reviews) - Users find WealthSphere **quite expensive** compared to other cloud storage options, impacting accessibility and scalability. (3 reviews) - Users feel the **limited features** of WealthSphere hinder their overall experience and expectations for comprehensive functionality. (1 reviews) - Users find WealthSphere's **high security** impressive, but also note it's **not too easy to use**. (1 reviews) - Users find the **training required** for WealthSphere challenging, complicating their overall experience with the software. (1 reviews) - Unreliable Performance (1 reviews) ## WealthSphere Reviews ### 1. Great Document Management Software **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit P. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about WealthSphere?** The best thing I liked about this software is as it allows businesses to secure their database within office application or multi function. It is also best suitable for small to midsize businesses and it provide us with a wide range of customized solutions that is best for web applications. **What do you dislike about WealthSphere?** I haven't faced any issues while using it but sometimes it becomes slow when many people are using at same time and it is quite costly then other cloud based storage softwares. **What problems is WealthSphere solving and how is that benefiting you?** It helps us to save time by organizing our documents in a manner making it easier for us to locate them. Additionally it ensures the safety and security of our files. Since it securely stores our files there is no longer need to keep them on a drive. ### 2. easy to use document management software **Rating:** 4.5/5.0 stars **Reviewed by:** Himanshu V. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about WealthSphere?** I really liked the software as it enables me to secure my database with applications in my office. Along with that, the best thing i like about the tool is its user interface and the various internal sub-tools that it provides to related to document creation and management which makes my work easier and faster. **What do you dislike about WealthSphere?** Just one issue which i face with it is that it lags sometimes other wise the tool is amazing. **What problems is WealthSphere solving and how is that benefiting you?** I have been using it to solve the problems I face related to document sharing and working on the document in collaboration with the team. Otherwise, the tools help me a lot in the management of my documents for the company. ### 3. Awesome software for documents management **Rating:** 5.0/5.0 stars **Reviewed by:** DINESH D. | PGET, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about WealthSphere?** Good for all type of document management and keep it safely and secure. I loved this software because it is very easy to use for my documents management. **What do you dislike about WealthSphere?** It has very good customer support but the only problems is some time it will lag not all time . Overall it is very excellent. **What problems is WealthSphere solving and how is that benefiting you?** It is useful to store my projects file and important documents safely and provide full security. My all documents are too much safe. ### 4. Best Document Management software **Rating:** 4.5/5.0 stars **Reviewed by:** Harshak C. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about WealthSphere?** I loved the tool a lot because of it enables me to secure our database withing office applications. For a company like ours, it is best suited due to it enormous range of customized solutions that it provides. **What do you dislike about WealthSphere?** till date, i have not face any issue with the tool so dont have any dislike to share for this tool. **What problems is WealthSphere solving and how is that benefiting you?** It saves my time by quick organizing of documents in an easy way to find them. more over, it provides amazing security so that my files are secure and protected from others. ### 5. Securing My Important files **Rating:** 5.0/5.0 stars **Reviewed by:** Avinash A. | Marketing Head, Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2023 **What do you like best about WealthSphere?** LiveFile 360 ​​provides cloud base storage to store my files securely. also, has good features. **What do you dislike about WealthSphere?** Add more features to improve user experience. **What problems is WealthSphere solving and how is that benefiting you?** I am working professionally so I have a lot of important files and I am facing problems in storing these files in hard drive and security level is low. Now I am using this software to store my files securely. And it's accessible to me, no need to carry a hard disk. It has enough features to handle my files. ### 6. Cloud Based Files Storeage **Rating:** 4.5/5.0 stars **Reviewed by:** SURYA N. | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2023 **What do you like best about WealthSphere?** live file 360 one of the most cloud usage in the cloud market,Easy to access and shares the file with high security of the files, so many diferent types extension files to be shaved and acceesing of up to folder level **What do you dislike about WealthSphere?** the pricing cost some what is high comapre to other cloud storage,scalabilty realiblaity is slow **What problems is WealthSphere solving and how is that benefiting you?** My all offline files are to be stored in the LiveFile 360 ,maintaince cost is reduce when we required my confedential files to be viewd any wear in the world at any time access ### 7. Cloud based document management file360 **Rating:** 3.5/5.0 stars **Reviewed by:** Ritesh kumar C. | Performance Test Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about WealthSphere?** It is a cloud based document management platform that helps financial industry to manat compliance and security across customer files or stakeholders files. **What do you dislike about WealthSphere?** It is very high security and paid and also not too easy to use **What problems is WealthSphere solving and how is that benefiting you?** It's saving the files of customer or stakeholders for safe and it also allows users to capture data, generated risk alerts previews and export XML files ### 8. "Awsome document management system for business" **Rating:** 4.5/5.0 stars **Reviewed by:** Gurvinder K. | Internet judge, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2021 **What do you like best about WealthSphere?** Completely protect files from file theft. Full protection of client files from theft. Fully encrypted all files and documents. Free trial for all who want to use and want protection. Best for financial services, private bank, administration firm and all. Support all cloud and web-based. Phone support and online training session are also good. Flexible and rich functionality and support data gathering. Software systems are compliant and support growing businesses. Designed for small and medium business. Powerful CRM and document management capabilities to support the global business. I recommend it to everyone. Best in the market. **What do you dislike about WealthSphere?** I like everything and I m satisfied with it. But one thing I don't like is that sometimes it goes leggy maybe many people using this at one time. Otherwise, everything is perfect. **Recommendations to others considering WealthSphere:** I highly recommend to all to use this great tool. It fulfills all security-related issues and protects businesses very effectively. **What problems is WealthSphere solving and how is that benefiting you?** Some files are confidential and can be copied, but Live file 360 supports all hidden network files systems. It gives maximum protection of client files from threats. ### 9. Secured and Simple Data Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2021 **What do you like best about WealthSphere?** It is very helpful and secured system to store the documents. You can easily compile all your documents in a very simple and sorted manner which is very helpful during audits and day to day office work also. **What do you dislike about WealthSphere?** I don't really found any issue while using this system. But sometime I think it become very slow maybe it is due to server I am not sure about that. **Recommendations to others considering WealthSphere:** It is very easy system to store your documents. Very helpful during Audits **What problems is WealthSphere solving and how is that benefiting you?** We can store all our documents in a sorted way due to which it is very easy to find any documents which will a lot of time. ### 10. Neat clean and tidy **Rating:** 4.5/5.0 stars **Reviewed by:** Drishya G. | Front Desk Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2020 **What do you like best about WealthSphere?** i like the fact that this software lets me use it just like microsoft office but is better because its cloud based ! **What do you dislike about WealthSphere?** Nothing so far. everything is easy to understand and other people in the time can navigate thoroughly **Recommendations to others considering WealthSphere:** Go for it, good alternative to microsoft office since its cloud based - and is definitely better since it updates automatically! **What problems is WealthSphere solving and how is that benefiting you?** sometimes other team members have to request access and its inconvenient as it sends the request to my email. ## WealthSphere Discussions - [What is LiveFile 360 used for?](https://www.g2.com/discussions/what-is-livefile-360-used-for) - [View WealthSphere pricing details and edition comparison](https://www.g2.com/products/wealthsphere/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+23%3A53%3A08+-0500&secure%5Bsession_id%5D=3af6f748-8484-4995-81be-895f0ec0a5f0&secure%5Btoken%5D=bfb2360a12de1fa611b84a3ff3c8ef8f8ff0a954bee769c94d14efe709660518&format=llm_user) ## WealthSphere Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top WealthSphere Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)