At Web3 Enabler, our mission is simple: to help financial institutions and advisors deliver the seamless, real-time experiences that today’s investors expect—especially those operating in both traditional finance and the digital asset space. That’s why we’ve built a Salesforce-native solution to streamline the crypto investor UX, bridging the gap between fragmented Web3 tools and modern portfolio management systems.
The Problem with Today’s Web3 Investment Tools
Despite rapid adoption of digital assets and growing institutional interest in crypto, most Web3 investment platforms remain isolated from users’ broader financial contexts. These platforms often focus solely on crypto, neglecting to consider how these holdings relate to other assets like equities, bonds, or real estate investments.
For investors—especially high-net-worth individuals or institutional clients—this creates friction. Switching between apps like MetaMask, Coinbase, and Robinhood to track crypto and traditional assets separately is not only inconvenient, but also poses a risk to data integrity, reporting accuracy, and overall decision-making. Fragmented portfolios result in missed opportunities and unnecessary operational complexity.
Isolated Digital Holdings: A Legacy Pain Point
Digital asset management still suffers from siloed user experiences. The lack of unified dashboards leads to inefficient portfolio management, whether for individuals or financial advisors overseeing dozens—or hundreds—of client accounts. Furthermore, existing tools are often built with retail investors in mind, not institutional use cases. Without real-time reporting, AI-assisted insights, or CRM connectivity, financial professionals are left with manual processes and limited visibility.
A Unified Solution: The Digital Asset Wallet for Salesforce
Our Digital Asset Wallet for Salesforce
solves this fragmentation problem. By integrating directly into the Salesforce ecosystem, we enable financial institutions to offer clients a comprehensive view of both crypto and traditional investments—accessible in a secure, familiar interface.
Core features include:
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Real-time mark-to-market data for major cryptocurrencies and stablecoins such as BTC, ETH, USDC, and DAI.
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Multi-asset portfolio tracking, enabling side-by-side comparisons of traditional and digital holdings.
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AI-powered custom reporting, allowing advisors to generate insightful, client-specific summaries in seconds.
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Compliance-ready audit trails for transaction history, wallet activity, and fund flows—critical for institutional-grade operations.
Empowering Advisors with AI-Driven Insights
At the heart of our platform is the conviction that data should work for people—not the other way around. Our AI-powered CRM features simplify the complex task of multi-asset management. Financial advisors can link real-time market data with client account information to deliver proactive insights, personalized strategies, and faster responses.
Imagine an advisor receiving an automatic alert when a client’s crypto holdings dip below a threshold, triggering a pre-configured report on rebalancing opportunities. Or using AI to identify correlations between a client’s stock holdings and stablecoin positions to suggest hedging strategies. These are not futuristic dreams—they’re live capabilities powered by our Salesforce-native wallet.
A Strategic Shift Toward Institutional Crypto Adoption
This isn’t just about improving UX. It’s about making crypto a first-class citizen in modern finance. With increasing regulatory clarity and the maturation of blockchain infrastructure, institutions are now poised to move beyond experimentation. But they need tools that meet enterprise-grade standards for security, compliance, and integration.
By embedding digital asset visibility into Salesforce, we reduce onboarding friction, simplify compliance, and future-proof investment workflows for advisors, asset managers, and private banks alike.
