The bridge that carries your firm into the digital and AI era.
AdminSphere unifies your entire client lifecycle — sales, onboarding, administration, compliance, and offboarding — into one intelligent platform. One source of truth that mitigates risk, facilitates audits, reduces cost, and opens the path to certifications, licenses, and new business.
Your firm runs on spreadsheets, emails, and disconnected systems. Sound familiar?
Compliance is a full-time job
KYC reviews tracked in spreadsheets. Risk assessments done manually. Regulatory deadlines missed because nobody owns the reminder.
Operations lacks visibility
Who's working on what? Which entities are overdue for their annual return? How many tasks are unbilled? You can't answer without asking five people.
Client onboarding takes too long
Document collection, screening, risk assessment, entity formation — each step owned by a different team with no shared timeline.
Revenue leaks through the cracks
Ad-hoc work gets done but never billed. Scope creep goes untracked. Fee approvals happen over email. You're leaving money on the table.
One source of truth. Every service, every jurisdiction, every workflow — automated.
AdminSphere turns every task into a tracked project with a clear owner, reviewer, and approver. Deadlines create their own workflows, monitoring runs automatically, and management sees the whole operation in real time — from the first client inquiry to the last regulatory filing.
Coded service tasks across 8 service lines
Jurisdictions pre-configured (and extensible)
KYC requirement templates with 2,300+ rules
FATF-aligned risk factors with automated scoring
One hub. No more data silos.
Sales, onboarding, compliance, risk, billing, and reporting stop living in separate spreadsheets, inboxes, and tools. Every function connects to a single source of truth — so your whole operation stays in sync.
Built for providers — and the vehicles they serve
Management companies, trustees and trust service providers, corporate and fund administration service providers, and family offices — plus the investment vehicles they serve: holding companies, SPVs, private investment companies, and foundations.
Corporate Fiduciary
Run entity governance and corporate secretarial work as one continuous, audit-ready workflow — never miss a filing, never lose a register.
- ✓End-to-end entity lifecycle, from formation to dissolution
- ✓Statutory registers maintained and always current
- ✓Board & shareholder meetings, resolutions, and minutes in one place
- ✓Filing-ready beneficial ownership register
- ✓Automated annual returns and statutory deadlines
- ✓A multi-jurisdiction compliance calendar that updates itself
Fund Administration
Give investors confidence and auditors a clear trail — fund accounting, capital events, and investor servicing unified on one platform.
- ✓Fund accounting and NAV review workflows
- ✓Capital calls and distributions processed end to end
- ✓Real-time investor register and transfer agency
- ✓Subscription and redemption tracking
- ✓Automated FATCA/CRS classification and reporting
- ✓Fund-specific KYC with Part B investor due diligence
Private Wealth
Hold complex family structures together with clarity — every trust, entity, and beneficiary connected, visible, and compliant.
- ✓Trust and foundation administration
- ✓Beneficiary register management
- ✓Family-office entity-chain visualization
- ✓Individual-level KYC with PEP screening
- ✓Trustee meetings, resolutions, and minutes
- ✓Cross-entity relationship mapping
Management Companies
Oversee every managed vehicle from a single command center — obligations tracked, approvals controlled, reporting consolidated.
- ✓Consolidated oversight across all managed vehicles
- ✓Obligation and deadline tracking per vehicle and jurisdiction
- ✓Delegation, approval, and review controls
- ✓Consolidated management and board reporting
- ✓Outsourced-function and SLA monitoring
- ✓Audit-ready trails across the whole portfolio
Investment Vehicles / GPs
Carry the administrative and compliance load so the vehicle can focus on returns — structured, reported, and audit-ready.
- ✓Entity and structure administration for funds and SPVs
- ✓Investor and LP reporting
- ✓Regulatory filings and FATCA/CRS handling
- ✓Compliance, screening, and risk monitoring
- ✓Capital event and distribution support
- ✓Audit-ready records and evidence on demand
Everything you need. Nothing you don't.
Service & Task Catalog
146 coded tasks across 8 service lines. Billing classification, GL mapping, VAT treatment, and RACI role assignment — all codified.
Risk Engine
Automated, weighted, auditable risk scoring against 7 FATF-aligned risk factors. Scores normalized to 0-100 with immutable audit trails.
KYC & Due Diligence
43 KYC requirement templates with 2,300+ rules. Jurisdiction-aware, CDD tier-driven requirements generated automatically.
Service Engagement Lifecycle
From proposal to renewal. Automatic engagement creation on Closed Won with 3-step review process and completion validation.
Billing & Fee Management
Track every hour, bill every task. Intrinsic, extrinsic, disbursement, and non-chargeable classifications with fee approval workflows.
Screening & HIT Processing
Sanctions, PEP, adverse media — all tracked. Automatic case creation on HITs with match resolution audit trails.
FATCA & CRS Reporting
Classify entities and account holders, track self-certifications, and identify reportable accounts. Generate submission-ready FATCA and CRS reports, jurisdiction by jurisdiction.
Learn moreMulti-Jurisdiction Support
Six jurisdictions out of the box with regulatory configuration. Add your own with custom parameters — KYC, pricing, and risk scoring adapt.
Configurable & Extensible
Risk appetite bands, custom tasks, KYC templates, fee thresholds, RACI roles, jurisdiction-specific pricing — your firm, your rules.
Work with your data using the AI you already trust
AdminSphere now connects to the AI assistants your team already uses — Claude, ChatGPT, and any assistant that supports the Model Context Protocol (MCP), the emerging open standard for connecting AI to business systems. Ask a question in plain language and your assistant works directly with your live AdminSphere data — always within the permissions each person already has. It works out of the box, and can be extended with custom capabilities whenever your firm needs them.
You ask
“Which entities are overdue for their annual return, and which of my high-risk clients still need a KYC review this quarter?”
Your AI answers in seconds — pulling straight from AdminSphere, with no report to build.
Just ask, in plain language
No dashboards to build or filters to set. Ask about entities, deadlines, risk, or billing and get an answer in seconds.
Your AI, your choice
Claude, ChatGPT, or any MCP-compatible assistant — bring the tool your team already prefers to work with.
Secure by design
Your assistant only sees what each user is permitted to see. Your existing permissions and audit trails still apply.
Nothing new to learn
Your people work where they already work. The AI does the digging; your team makes the decisions.
Built on the platform your team already knows
No new software to learn
Runs inside Salesforce — same interface, mobile app, reports, and dashboards.
Enterprise-grade security
Built to SOC 2 controls (readiness underway), role-based access, plus four purpose-built permission sets.
Extensible with clicks or code
Custom reports, workflow rules, API integrations, custom Lightning components.
Built for the AppExchange
2GP managed package, built to Salesforce AppExchange security standards — listing in progress.
Depth where it matters
AdminSphere embeds deep domain knowledge of fiduciary, fund administration, and private-wealth work — the jurisdictions, service tasks, KYC rules, and risk logic that firms like yours depend on, codified into the platform and configurable to your rules.
Domain-first design
Built for the specific workflows, regulations, and operational patterns of Corporate Services Providers.
Compliance by architecture
Risk scoring, KYC automation, screening integration, and audit trails embedded in every layer.
Extensible, not rigid
146 tasks, 43 KYC templates, 6 jurisdictions out of the box — plus room for all of yours.
Frequently asked questions
Who is AdminSphere for?
Trust companies, corporate services providers, fund administrators, management companies, and family offices — any firm that manages entities, governance, and regulatory compliance on behalf of its clients.
Do I need Salesforce already?
You need a Salesforce Enterprise Edition (or higher) org. AdminSphere installs as a managed package — no custom development required to get started.
What jurisdictions are supported?
Six ship out of the box: Delaware, Ontario, Curaçao, Bahamas, BVI, and Cayman Islands. You can add any jurisdiction with custom regulatory parameters.
Can I customize the task catalog?
Yes. AdminSphere ships 146 managed tasks that you can't accidentally modify. You can add unlimited custom tasks with your own billing rules, RACI roles, and completion requirements.
How does pricing work?
Jurisdiction-specific price books. Each jurisdiction gets its own price book, and client-specific rates override defaults when negotiated during the proposal process.
Is my data secure?
AdminSphere runs on Salesforce's SOC 2-certified infrastructure with multi-tenant isolation. Field-level security is enforced through four purpose-built permission sets, and managed records are protected from subscriber modification.
Can we use AI assistants like Claude or ChatGPT with our data?
Yes. AdminSphere includes a built-in MCP (Model Context Protocol) server, so AI assistants that support the standard — including Claude and ChatGPT — can work directly with your live AdminSphere data. Your team asks questions in plain language, and the assistant only ever sees what each user is already permitted to see, with your existing security and audit trails still in force. The MCP server is included out of the box and can be extended with custom functionality when your firm needs it.
Does AdminSphere handle FATCA and CRS reporting?
Yes. AdminSphere helps you classify entities and account holders, track self-certifications, and identify reportable accounts, then generate submission-ready FATCA and CRS reports on a per-jurisdiction basis — with the same audit trails that run across the rest of the platform.
How long does implementation take?
A typical implementation covers package installation, seed data loading, role mapping, user training, and data migration. The platform is designed to be operational within weeks, not months.
Can I integrate with my screening provider?
AdminSphere records screening results and processes HITs automatically. Integration with specific providers such as World-Check, Dow Jones, or ComplyAdvantage can be built using standard Named Credentials and API integrations.
Ready to step into the digital and AI era?
See how AdminSphere unifies your operations, lowers your risk and cost, and opens the path to the certifications, licenses, and clients that grow your firm.