WealthTech Suite: Crypto Analysis, Institutional Grade
Every wealth manager we speak with is getting the same question from clients: "Should I have crypto in my portfolio?" Most do not have a good answer -- not because they lack opinions, but because they lack proper analysis tools for digital assets. Their terminal covers equities. Their risk models cover bonds. Crypto sits in a spreadsheet somewhere, evaluated separately from everything else.
WealthTech Suite's five-agent analysis team now covers crypto assets alongside traditional equities, fixed income, and commodities. Same structured, multi-perspective analysis. Same unified view. This is live and in production.
What We Shipped
The existing five-agent framework now includes crypto-specific capabilities:
The Fundamentals Agent evaluates protocol revenue, developer activity, governance structure, token distribution, and competitive positioning within the asset's category -- whether that is DeFi, infrastructure, payments, or something else.
The Technical Agent analyzes price action, volume trends, and correlation patterns. It also pulls on-chain metrics: active addresses, transaction volume, wallet movements, and exchange flow data.
The Risk Agent assesses smart contract audit history, centralization risks, regulatory exposure by jurisdiction, and historical drawdown patterns. It flags tokens with concentrated ownership or unaudited contracts.
The Macro Agent evaluates how interest rates, dollar strength, and regulatory developments affect crypto markets broadly and specific asset categories differently.
The Portfolio Agent models how crypto allocations interact with traditional holdings. It calculates portfolio-level impact on volatility, risk-adjusted returns, and drawdown exposure at various allocation levels.
Coverage spans a broad range of digital assets across Layer 1 protocols, DeFi, infrastructure, Layer 2 scaling solutions, stablecoins, and emerging categories like real-world asset tokens.
Why This Matters
This is about bringing automation and structure to a category that most advisory teams currently handle manually and inconsistently.
For wealth managers, you now have the same depth of automated research for a DeFi protocol that you have for a public equity. When a client asks about crypto exposure, you can provide an informed, structured recommendation instead of a general opinion.
For family offices with existing crypto holdings, the Portfolio Agent shows you how those positions interact with your traditional portfolio. You can model allocation changes and see the effect on total portfolio risk -- not in isolation, but as part of the whole picture.
Each asset includes a regulatory status assessment across key jurisdictions: United States, European Union, UAE, Saudi Arabia, Singapore, Hong Kong, and Japan. The system tracks regulatory developments and updates risk assessments when new guidance or enforcement actions are published. For advisory firms operating under regulatory oversight, this supports your documentation requirements.
The entire analysis runs fast enough to use in a client meeting. That changes the conversation from "let me get back to you on that" to "let me show you right now."
Get Started
To see WealthTech Suite analyze a portfolio with crypto positions included, contact info@salem.ventures. We will run a full multi-agent review on a sample portfolio so you can evaluate the quality and depth of analysis.
