Tools, visualizations, and sources that make you the sharp, prepared professional in the room. You keep the client relationship and the judgment. Position Clarity is the infrastructure behind it.
A separate package from the retail Estate & Access Kit, built for advisers, estate lawyers, and wealth managers. Same toolkit and visual language, reframed so the advice comes from you. Nothing here tells a client what to buy, sell, hold, or move.
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.
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.
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, proportional, no dollar values. Use it live to guide the conversation, or hand it over with the printed Review.
The Position Clarity Decoded quarterly, the due-diligence read on the top crypto assets in descriptive bands, no buy or sell verdicts. Covers the top ten by default, with bespoke additions for the assets your clients actually hold. The source you cite when a client asks about a specific coin.
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. You are the adviser of record, and the advice remains yours. This package never asks a client for a seed phrase, a private key, or a password.