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Wealth Protocol – Crypto-Wealth Management application

The world’s first ever, comprehensive Crypto Wealth Management application. Our Wealth Wallet app empowers users to track their cryptocurrency investment performances and provide detailed reporting to assist in staying tax compliant. We make it easy to help you save money by utilizing any tax loss harvesting events that occur. Keep an eye on your portfolio, no matter where you are.

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About the client

Client size
50-100 Employees
Contact person
Yashar Mozifian
Social networks
Executive summary

Client background

The world’s first ever, comprehensive Crypto-Wealth Management application that makes investing in crypto simple, safe, and convenient – all while keeping you on the right side of the law.

Client’s Mission:

To provide all investors a comprehensive solution that enables them to **manage their portfolios, make informed trades, track their gains/losses in real-time, while maintaining compliance**
with their local tax authorities and regulators.

Business challenge

Challenge: Create a user-friendly wallet that solves the following tasks: one-click application for easy trading, deposits, swaps, connect with other wallets

Value delivered

The team was able to deliver the following parts of the application:
– 2FA verification to mitigate the chances of unauthorized access along with biometrics authentication on IOS and Android devices
– Perform live trades and swap tokens within the app and buy crypto with fiat
– Wealth Protocol gives you access to harness the full extent of DeFi with support for Staking, Tracking Reflections, Farming
– Asset-wise breakup of book value, current market value, adjustable cost bases, gains/losses etc.
– Transaction reports for every buy, sell, and transfer
– Live charts with intuitive and detailed views
– Analysis on major market movements, holders and volumes, market caps, historical trends, and much more
– Contract analyzer that checks for Honeypots and Rugpulls
– Add your contact’s wallet addresses for seamless and quick transfers

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