Request an advisor demo · Position Clarity for Advisors

See the diagnostic your clients' crypto has been missing.

A short call to walk you through the diagnostic report for your file, the client-facing report you can deliver, and the white-label model, which means the same report carrying your firm's name instead of ours. You remain responsible for advice and compliance. Position Clarity describes a setup, it never recommends a trade.

15 to 30 minutes Anonymized holdings only, no client names Built by a holder of the Certificate in Blockchain and Digital Assets (CBDA) You stay the fiduciary

Your name

Work email

Firm

Your role

Roughly how many of your clients hold crypto?

What do you give those clients today, if anything?

What are you most interested in? (select all that apply)

Diagnostic report, for my file Client-facing report, to deliver White-label and licensing Decoded, the quarterly diligence reference Not sure yet

Best times for a short call

Anonymized holdings only. We never collect client names, account numbers, or any secret. Position Clarity provides the diagnostic method and tools. You remain responsible for all client recommendations, compliance, and fiduciary obligations. We are not a fiduciary and do not give investment, tax, or legal advice.

See the advisor overview

Request received

Thanks, we have your request and will reply to set up a short call, usually within one business day. Here is a copy for your records.

Educational and organizational only, never advice.