The Operating System for Corporate Services Providers
AdminSphere centralizes Sales, Operations, and Compliance into a single platform — purpose-built for firms that manage entities, administer funds, and serve private wealth clients across jurisdictions.
Built on Salesforce — the world's #1 CRM platformYour 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 platform. Every jurisdiction. Every service line.
AdminSphere is a managed package for Salesforce that gives Corporate Services Providers a complete operational backbone — 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
Built for how you actually work
Corporate Fiduciary
For firms managing entities, governance, and corporate secretarial services.
- ✓Entity lifecycle management
- ✓Statutory register maintenance
- ✓Board meeting & resolution management
- ✓Beneficial ownership register
- ✓Annual return automation
- ✓Multi-jurisdictional compliance calendar
Fund Administration
For firms providing fund accounting, NAV calculation, and investor services.
- ✓Fund accounting and NAV review workflows
- ✓Capital call and distribution processing
- ✓Investor register and transfer agency
- ✓Subscription & redemption tracking
- ✓FATCA/CRS classification and reporting
- ✓Fund-specific KYC with Part B due diligence
Private Wealth
For firms serving high-net-worth families, trusts, and personal holding structures.
- ✓Trust and foundation administration
- ✓Beneficiary register management
- ✓Family office entity chain visualization
- ✓Individual-level KYC with PEP screening
- ✓Trustee meeting & resolution management
- ✓Cross-entity relationship mapping
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.
Multi-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.
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
SOC 2 compliance, role-based access, plus four purpose-built permission sets.
Extensible with clicks or code
Custom reports, workflow rules, API integrations, custom Lightning components.
AppExchange certified
2GP managed package distributed through the Salesforce AppExchange.
Built by people who understand your business
AdminSphere was designed in collaboration with Corporate Services Providers who live this work every day — managing entities, navigating regulatory complexity, and delivering services across borders.
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.
Ready to modernize your operations?
See how AdminSphere can transform your firm's service delivery, compliance, and client experience.