For financial advisors, estate lawyers, and wealth managers

When a client raises crypto, be the calm one in the room.

Your clients increasingly hold crypto, and most of it sits outside the picture you can see. Everything on this page starts free: three guides built for the advisor conversation, interactive tools you can open in a meeting, and a full sample of the paid work. If any of it helps, we can talk. It describes a setup; it never recommends a trade.

Start with the free guides Open the free tools
What is actually on offer here

Five things, three of them free.

In the order most advisors use them.

Free

The advisor guides.

Three PDFs built for the file and the meeting: the 2026 adoption data read plainly, the fiduciary-duty framework, and a custody due-diligence checklist. Get them below →

Free

The interactive tools.

Live claimed-versus-actual throughput, fee forecasts, a wire-versus-stablecoin race, and a settlement-cost calculator you can open with a client in the room. Open the tools →

Free sample

Decoded, sampled in full.

The quarterly due-diligence reference: one issue's opening pages plus one complete asset brief, so you can judge the standard before any conversation. Read the sample →

Paid, when useful

Reports for your practice.

A diagnostic for your file and a client-facing report you deliver, optionally on your letterhead. Anonymized holdings only; you remain the fiduciary. How it works →

Paid, when useful

The Client Conversation Kit.

Preparation and in-meeting materials for the crypto conversation itself: intake by alias, a reference guide, and client-facing visuals. What is in it →

Fifteen minutes

A walkthrough, when you're ready.

See the diagnostic and the client-facing report on real (anonymized) examples. No commitment, and the free material stands on its own either way. Book a walkthrough →

The advisor bundle

Two reports, one method, your firm's letterhead if you want it.

The diagnostic is the internal file. The client-facing report is what you deliver. Take one or both.

What's in the bundle
  • Diagnostic report, for your file. The full assessment across the eight pillars: custody, recovery, tax, liquidity, concentration, regulatory, technology, and governance, in plain terms.
  • Client-facing report, to deliver. A clean, branded picture your client can read and act on, optionally on your firm's letterhead.
  • Both, bundled. The internal diagnostic and the client-facing report together.
Holds the Certificate in Blockchain and Digital Assets (CBDA)  ·  Transparent method  ·  Not investment advice  ·  Canadian context

Workshops and team sessions exist too, when a whole practice wants the same grounding. If that sounds useful, email shawn@positionclarity.ca.

How it works for your practice

  • Request a demo or white-label information
  • A short call to understand your workflow and client volume
  • Onboard, then upload anonymized client holdings, no names or accounts
  • Choose the diagnostic, the client-facing report, or both
  • Reports delivered as branded PDFs by secure link

The diagnostic describes how a holding is set up and where the exposures sit. It is not a valuation, an audit, or a tax filing, and it does not price anyone's holdings or tell your client what to do. Position Clarity provides the diagnostic method and the tools. You remain responsible for all client recommendations, compliance, and fiduciary obligations. Position Clarity is not registered with any Canadian securities regulator and does not give financial, investment, tax, or legal advice. Anonymized holdings only, deleted within 30 days of delivery unless you request archival.

The demo takes about fifteen to thirty minutes and commits you to nothing.

The Client Conversation Kit

The toolkit that sits alongside the two reports.

The Diagnostic is your internal file and the client-facing report is what you deliver. The Client Conversation Kit is what you bring to the meeting itself: your expertise, our infrastructure. You profile your own practice once, then run each client by alias only, and walk in prepared.

Prepare

Dual intake and a Reference Guide.

Profile your own crypto knowledge and concerns once, then run each client through the same eight-pillar intake by alias. It produces a Fiduciary Reference Guide with red flags to listen for, plain talking points, and sourced references you can cite.

In the room

Client-facing tools and Decoded.

Show exposure plainly with the live dashboard and interactive Sandbox, descriptive and proportional with no dollar values. Cite quarterly Decoded when a client asks about a specific coin. You are the adviser of record, and the advice remains yours.

The boundary

Tools, visualizations, sources.

Position Clarity supplies tools, visualizations, and sources, all educational and organizational only, in Canadian context. It never makes a recommendation, and it never asks a client for a seed phrase, a private key, or a password.

Explore the Client Conversation Kit Book a walkthrough
Decoded, the quarterly reference

The crypto due diligence you would do yourself, done to an auditable standard.

Decoded is a quarterly institutional reference on the largest crypto assets by market capitalization, written for Canadian advisors and fiduciaries. Each asset gets a judgment-first brief: the institutional read, the Canadian access and regulatory flags, the risks worth knowing, then the sourced figures. No grade, no composite, no buy, sell, or hold.

Eight dimensions

Figures, not scores.

Decentralization and security, tokenomics, usage, valuation context, liquidity, regulatory lean, governance, and resilience. Each names a property and reports a figure with its source and date.

Judgment first

A curated universe.

A naive market-cap list gets things wrong. Every issue states what we included, what we excluded, and why, so the comparison can be defended to a committee or a client.

Built for the file

Auditable by design.

Every figure is dated, sourced, and reproducible from a frozen quarter snapshot. Contested figures are reported as ranges with a stated basis, never as single facts.

Read the free sample (PDF) Ask about the full issue

The sample is one issue's opening pages plus one asset brief, in full. If the standard looks right for your file, email shawn@positionclarity.ca and we will figure out what fits. Educational reference only, not investment advice, not a rating or a ranking.

Free guides for advisors

Start with the reading, not the pitch.

Three free PDF guides, built to the same audited standard as everything else here: the 2026 adoption data read plainly, the fiduciary duty framework, and a custody due-diligence checklist you can bring to a real meeting.

For Advisors

What Advisors Are Actually Seeing

Crypto in client portfolios, by the numbers: the 2026 advisor survey and institutional moves, with the Canadian layer the headlines skip.

Read the PDF →
For Advisors

Fiduciary Duty and Client Crypto Interest

What the duty of care and the duty of loyalty actually require when a client raises crypto, and where your scope ends.

Read the PDF →
For Advisors

The Canadian Custody Due-Diligence Checklist

What CSA guidance asks a fund manager to confirm about a crypto custodian, turned into fillable questions for the diligence conversation.

Read the PDF →
When you're ready

Fifteen minutes, anonymized holdings, no commitment.

A walkthrough of the diagnostic, the client-facing report, and the white-label option (the report on your firm's letterhead). You keep the fiduciary role, and the free material stands on its own either way.

Book a walkthrough Or just use the free tools