--- title: WealthSphere Reviews meta\_title: 'WealthSphere Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 10 reviews by the users' company size, role or industry to find out how WealthSphere works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 10 scale: '5' date\_modified: '2026-08-17' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # WealthSphere Reviews & Product Details Our LiveFile document management system can be implemented in total 'lock-down' mode completely protecting your files from file theft. * * * Seller [enSynergy Professional Services](https://www.g2.com/sellers/ensynergy-professional-services) Discussions [WealthSphere Community](https://www.g2.com/products/wealthsphere/discuss) Show More ## Top-Rated Alternatives [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(673) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(518) ](https://www.g2.com/products/capsule-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/wealthsphere/competitors/alternatives) ## User Insights Average based on 10 real user reviews. [Log in to unlock pricing and user insights](/login) AP Ankit P. Mid-Market (51-1000 emp.) 9/13/2023 "Great Document Management Software" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite HV Himanshu V. Mid-Market (51-1000 emp.) 9/15/2023 "easy to use document management software" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![DINESH D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DINESH D.") DD DINESH D. PGET Small-Business (50 or fewer emp.) 11/10/2023 "Awesome software for documents management" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 11/21/2023 Validated ReviewerIncentivizedSource: G2 invite HC Harshak C. Mid-Market (51-1000 emp.) 9/14/2023 "Best Document Management software" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Avinash A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Avinash A.") AA Avinash A. Marketing Head Mid-Market (51-1000 emp.) 9/6/2023 "Securing My Important files" 5/5 What do you like best about WealthSphere? LiveFile 360 ​​provides cloud base storage to store my files securely. also, has good features. Review collected by and hosted on G2.com. What do you dislike about WealthSphere? Add more features to improve user experience. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![SURYA N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SURYA N.") SN SURYA N. Enterprise (\> 1000 emp.) 8/21/2023 "Cloud Based Files Storeage" 4.5/5 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 Review collected by and hosted on G2.com. What do you dislike about WealthSphere? the pricing cost some what is high comapre to other cloud storage,scalabilty realiblaity is slow Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ritesh kumar C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ritesh kumar C.") RC Ritesh kumar C. Performance Test Engineer Enterprise (\> 1000 emp.) 8/17/2023 "Cloud based document management file360" 3.5/5 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. Review collected by and hosted on G2.com. What do you dislike about WealthSphere? It is very high security and paid and also not too easy to use Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Gurvinder K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gurvinder K.") GK Gurvinder K. Internet judge Mid-Market (51-1000 emp.) 7/25/2021 ""Awsome document management system for business"" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") UO Verified User in Oil & Energy Small-Business (50 or fewer emp.) 10/16/2021 "Secured and Simple Data Management System" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering WealthSphere: It is very easy system to store your documents. Very helpful during Audits Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 10/19/2021 Validated ReviewerIncentivizedSource: G2 invite ![Drishya G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Drishya G.") DG Drishya G. Front Desk Representative Mid-Market (51-1000 emp.) 6/10/2020 "Neat clean and tidy" 4.5/5 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 ! Review collected by and hosted on G2.com. What do you dislike about WealthSphere? Nothing so far. everything is easy to understand and other people in the time can navigate thoroughly Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 6/17/2020 Validated ReviewerIncentivizedSource: G2 invite ## Questions about WealthSphere? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about WealthSphere ](https://www.g2.com/products/wealthsphere/discussions/new) GU Guest User What is LiveFile 360 used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-livefile-360-used-for) [ View all Discussions ](https://www.g2.com/products/wealthsphere/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/wealthsphere/pricing) ## Work at enSynergy Professional Services? Claim this profile to respond to reviews, update product info, and reach in-market buyers. 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