Turnqey Institute: Cryptoasset Education & Intelligence for Advisers
Turnqey Institute is the education and research arm of Turnqey Labs, purpose-built for Registered Investment Advisers (RIAs), financial planners, and fiduciary professionals navigating digital assets. It delivers structured courses, interactive tools, research reports, and compliance-focused intelligence through a secure adviser portal.
What Turnqey Institute Does
Turnqey Institute equips financial advisers with the knowledge and tools to confidently advise clients on cryptoassets from wallet fundamentals and DeFi mechanics to portfolio scoring, ROI modeling, and market simulation.
Platform Features
QScore: Portfolio Intelligence
QScore analyzes cryptoasset portfolios and generates a proprietary risk-adjusted score. Advisers can create portfolios, add holdings, calculate scores, and export results for client-ready reporting.
ROI Calculator: Investment Forecasting
The ROI Calculator models crypto investment returns with forecasting, missed-year analysis, and exportable projections. Advisers can evaluate scenarios based on initial investment, time horizon, and asset allocation.
QSim: Market Simulation & Backtesting
QSim provides a backtesting engine for running historical simulations, creating scenarios, and conducting market analyses. Advisers can model how different crypto allocations would have performed under real market conditions.
Media Library: Research & Reports
The Media Library hosts curated reports, whitepapers, and partner guides covering topics including:
- Crypto Accounting for Fiduciaries (EVM vs Bitcoin UTXO Models)
- Understanding Yield in Cryptoassets (Staking vs Lending)
- AI Opportunities in Wealth Technology
- Communication Strategies for Advisors (CoinShares partner guide)
Content types include Reports, Whitepapers, Webinars, and Partner Guides.
Education Modules — Structured Adviser Training
Turnqey Institute offers structured courses with modular learning paths designed for adviser onboarding and continuing education.
Featured Course: Crypto Wallets & DeFi Transactions What Every Adviser Needs to Know Beginner level, 15–20 minutes, 6 modules:
| Module | Title | Focus |
|---|---|---|
| 1 | What Is a Crypto Wallet, Really? | Wallet fundamentals and key management |
| 2 | Types of Wallets Trade-offs Your Clients Face | Hot wallets, hardware wallets, and custodial solutions |
| 3 | How Wallets Actually Work (Technical Foundation) | Entropy, mnemonics, and key derivation |
| 4 | What Happens in a DeFi Transaction | Blockchain transactions and gas fees |
| 5 | Security Red Flags — What to Warn Clients About | Scams, smart contract risks, and operational security |
| 6 | Adviser Action Items | Checklists for client conversations and portfolio management |
Q For T — Expert Answers for Tyrone Ross
Advisers can submit questions across categories including Trading, General, Compliance, and Blockchain. Questions are answered by Turnqey's subject matter experts.
Newsletter
Monthly newsletter editions keep advisers current on digital asset developments, regulatory changes, and platform updates.
Notifications
Live in-app banners keep portal users informed of important updates, new content, and time-sensitive alerts.
Built for Fiduciaries
Turnqey Institute is designed with the fiduciary standard in mind:
- Compliance-first content — All education and tools built around regulatory awareness
- Holdings intelligence — Portfolio-level tools for informed client conversations
- Enterprise security — Industry-standard encryption and secure authentication
- Adviser-specific workflows — Every feature designed for the RIA use case
Access
Turnqey Institute is available to registered advisers at turnqeyinstitute.com.