For financial advisors, estate lawyers, and wealth managers

Your expertise. Our infrastructure.

The Client Conversation Kit gives you the tools, visualizations, and sources to be the sharp, prepared professional in the room. You keep the client relationship and the judgment. Position Clarity is the quiet infrastructure behind it. It describes a setup. It never recommends a trade.

See the full overview Schedule an advisor demo

A separate package from the retail Estate and Access Kit. The adviser is the adviser of record, and the advice remains theirs.

What the kit is

A toolkit that sits alongside your Diagnostic and Client-Facing reports.

Same eight-pillar method and visual language as the retail Review, reframed so the advice comes from you. Nothing here tells a client what to buy, sell, hold, or move. You profile your own practice once, then run each client by alias only, with no names and no account numbers.

Where it fits
  • Separate from retail. Built for advisers, estate lawyers, and wealth managers, not sold to the client directly.
  • Alongside the reports. The Diagnostic is your internal file, the Client-Facing report is what you deliver, and the Conversation Kit is what you bring to the meeting itself.
  • Your name on the advice. You are the adviser of record. Position Clarity supplies the tools, the visualizations, and the sources, and never the recommendation.
Your expertise  ·  Our infrastructure  ·  Not investment advice  ·  Canadian context

Interested in the kit for your practice? Email shawn@positionclarity.ca to discuss your workflow and client volume.

How it runs, one sitting to prepared

  • You complete the fiduciary side of the intake once, and it produces your Reference Guide
  • For each client, you enter their setup by alias and receive the client visualizations
  • In the meeting you open the Sandbox and Wallets to show exposure plainly
  • You listen with the red flags open and cite Decoded and the primary sources
  • The conversation, and the advice, stay yours

Position Clarity provides tools, visualizations, and sources, all educational and organizational only. 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. 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.

The toolkit, four parts

One flow, from your preparation to the client's screen.

Each part is a tool, a visualization, or a source. Together they carry a conversation from the moment you sit down to the moment the client sees the exposure for themselves.

One · Dual intake

Profile yourself, then each client.

Two intakes in one experience. You profile your own crypto knowledge, strengths, stance, and practice concerns once. Then you run each client, by alias only, through the same eight-pillar intake the retail Review uses. No client names, no account numbers, and no dollar values.

See the sample (PDF)
Two · Fiduciary Reference Guide

Walk in prepared.

Generated from your profile, leaning into the parts you flagged as less familiar. Red flags to listen for by pillar, plain talking points, ways to reframe a worried question into an answerable one, and sourced references you can cite. Tools and sources, never a verdict to pass on.

See the sample (PDF)
Three · Client-facing tools

Visualize exposure in the meeting.

The live dashboard your client sees: Report, Wallets, and the interactive Sandbox where sliders show concentration, third-party exposure, and custody diversity in real time. Descriptive and proportional, with no dollar values. Use it live to guide the conversation, or hand it over with the printed Review.

See a client dashboard
Four · Quarterly Decoded

Asset-level due diligence to reference.

The Position Clarity Decoded quarterly, the crypto due diligence you would do yourself, done to an auditable standard. Each asset gets a judgment-first brief in descriptive bands: 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. It is the source you cite when a client asks about a specific coin.

Ask about the full issue

The samples above are deployed reference copies. For the full overview of the kit, see the Client Conversation Kit overview. Educational reference only, not investment advice, not a rating or a ranking.

The boundary, stated plainly

You are the adviser of record. The advice remains yours.

Position Clarity provides tools, visualizations, and sources, all educational and organizational only, in Canadian context. It does not know your client, does not see valuations, and does not make recommendations. This package never asks a client for a seed phrase, a private key, or a password.

Ready for a short call

Fifteen to thirty minutes. Anonymized holdings only.

Walk through the dual intake, the Reference Guide, the client-facing tools, and how Decoded fits your file. You keep the fiduciary role.

Schedule an advisor demo Back to For Advisors