AdminSphere vs TrustQuay
A neutral, feature-by-feature look at two platforms for trust, corporate, and fund administration — and where each fits best.
TrustQuay (including its Viewpoint and NavOne products) is a long-established, specialist suite for trust and corporate service providers. AdminSphere takes a different approach: it delivers domain depth as a managed package on Salesforce, unifying the whole client lifecycle in one modern, extensible, AI-ready platform. Both are built for fiduciaries — the right choice depends on whether you value an established standalone suite or a Salesforce-native, unified platform.
Feature-by-feature
| Feature | AdminSphere | TrustQuay |
|---|---|---|
| Purpose-built for trust, corporate & fund administration | ✓ | ✓ |
| Unified client lifecycle (sales → onboarding → admin → compliance) | ✓ | Partial |
| Built natively on Salesforce (UI, mobile, reports, AppExchange) | ✓ | — |
| Entity & structure management (registers, UBO, filings) | ✓ | ✓ |
| KYC & CDD automation (jurisdiction-aware, tiered) | ✓ | ✓ |
| Automated, auditable risk scoring (FATF-aligned) | ✓ | Partial |
| Sanctions, PEP & adverse-media screening + case management | ✓ | Partial |
| FATCA & CRS classification and reporting | ✓ | ✓ |
| Fund administration workflows (NAV review, capital events, investor register) | ✓ | ✓ |
| Service catalog, billing & fee management | ✓ | ✓ |
| Multi-jurisdiction configuration | ✓ | ✓ |
| AI agent access via MCP (Claude, ChatGPT) | ✓ | — |
| Extensible with clicks or code | ✓ | Partial |
Comparison prepared by AdminSphere for general information, based on publicly available information as of July 2026. Product names and trademarks are the property of their respective owners and are used for identification only. Capabilities vary by edition, version, and configuration — please verify specifics against your own requirements.
Where TrustQuay is strong
- •Decades of specialist focus and a large, established install base in trust and corporate services
- •Deep, mature domain functionality built specifically for fiduciaries
- •A broad module set spanning entity administration, fund services, and billing
Where AdminSphere stands out
- ✓Runs natively on Salesforce — the same interface, mobile app, reporting, and AppExchange ecosystem your team may already use
- ✓One unified platform across the whole client lifecycle instead of separate modules to license and connect
- ✓AI-agent access via a built-in MCP server (Claude, ChatGPT) — query your live data in plain language
- ✓Configurable and extensible with clicks or code, on enterprise-grade Salesforce security
Questions
Is AdminSphere a replacement for TrustQuay?
It can be. AdminSphere covers the core trust, corporate, and fund administration workflows — entity management, KYC, risk, screening, FATCA/CRS, and billing — as a managed package on Salesforce. Whether it fully replaces your current suite depends on your specific modules and integrations, which we're happy to review with you.
Do I need Salesforce to use AdminSphere?
Yes. AdminSphere installs as a managed package into a Salesforce Enterprise Edition (or higher) org. If you already use Salesforce, that's an advantage — your team keeps a familiar interface and ecosystem.
Does AdminSphere match TrustQuay's domain depth?
AdminSphere ships 146 coded service tasks, 43 KYC templates with 2,300+ rules, FATF-aligned risk scoring, and six pre-configured jurisdictions, and it's extensible for the rest. Established suites have decades of niche features, so we recommend mapping your must-have workflows against both.
See how AdminSphere compares for your firm
Book a demo and we'll walk your specific workflows through AdminSphere — honestly, side by side with your current tools.
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