Know the crypto position before advice is given.
A clearer client picture, without custody risk.
Digital assets can change a client balance sheet, risk profile, estate plan, and liquidity strategy. Scrya helps planners verify what a client controls so advice conversations start from evidence rather than memory or informal estimates.
For Financial Planners
Financial planners can bring digital assets into advice conversations with more certainty, better custody context, and a cleaner client record.
The risks Scrya removes.
Client portfolios are incomplete without crypto
A client may hold significant digital assets outside traditional platforms, leaving planners with an incomplete financial picture.
Self-reported holdings age quickly
Crypto positions can change materially between annual reviews, advice meetings, and implementation milestones.
Custody assumptions are risky
Knowing that an asset exists is not enough. Planners need confidence about whether the client controls it directly or through an exchange account.
From request to evidence pack.
Ask the client to verify wallets and supported exchange accounts as part of onboarding or review.
Use the verification record to understand asset mix, custody source, and timing.
Discuss liquidity, risk, estate, tax, and succession planning with verified context.
Repeat verification before major advice changes or scheduled reviews.
Retain the certificate as supporting evidence for the client record.
Built for this use case.
Client-held asset verification
Scrya helps confirm which wallets and exchange accounts the client controls, supporting a more complete advice fact find.
Custody source clarity
Separate self-custodied wallets from exchange-held assets so advice can account for access, operational risk, and estate implications.
Repeatable review evidence
Verification can be repeated at review points, before strategy changes, or when a client reports material crypto movement.
Adviser record support
Signed certificates provide a durable evidence trail for internal review, client files, and professional collaboration.
What the record includes.
- Verified wallet and exchange account control
- Asset mix and balance snapshot
- Custody source and timestamp metadata
- Monitoring outputs where enabled
- Certificate for the client advice file
What changes for your team.
Financial planners can bring digital assets into advice conversations with more certainty, better custody context, and a cleaner client record.
Discuss this workflow