Wealth Management Suite
Onboard clients, move assets, and allocate to yield in a few clicks — with full, net-of-fee transparency for every client. The W3 Wealth Management Suite takes the Web3 and blockchain complexity out of the equation, so you don't have to become an expert to bring digital assets into your practice. Control without complexity.
Send a single link — your client connects their exchange or wallet and moves assets in. No seed phrases, no addresses, no jargon.
Deploy capital into digital funds, vaults, and yield instruments in a single click — W3's private credit solutions alongside leading tokenized funds and money-market providers. Monitor yield, automate, rebalance, and harvest tax losses.
Every client gets a clean, view-only portal — holdings, performance net of fees, and downloadable statements, in real time.
Assets are secured by Paxos — a regulated trust company and institutional-grade custodian trusted by the world's leading fintechs, with holdings kept fully segregated.
Automated · Tax alpha
Set your parameters once and the suite does the rest. W3 continuously monitors every client's positions and executes harvesting events automatically — realizing losses to offset gains while keeping clients fully invested. You define the rules and stay the advisor of record; every event is captured on the books, net of fees, and ready for reporting.
A compliant wallet auto-provisions with your pre-set policies.
Via a secure link from an exchange, wallet, or by wire.
Into vaults, funds, and yield instruments of your choosing.
Track yield, harvest, and offramp to the client's bank.
Built on
W3 is the technology layer.You remain the advisor of record.
Control without complexity
Schedule a demo to see how the Wealth Management Suite fits your practice.
W3 is a technology provider, not an investment advisor, broker-dealer, or money transmitter. Digital assets are custodied by Paxos Trust Company, a qualified custodian. Partner and fund names are referenced for illustration and do not imply endorsement. Figures are illustrative and shown net of fees. Past performance is not indicative of future results; yields are variable and not guaranteed. Not investment, tax, or legal advice. © 2026 W3.io
