1,842
Funds tracked
7
Review soon
3
Overdue
DYN1561 — Dynamic Power GlobalCurrent
FID253 — Fidelity Global Innov.Review soon
MFC842 — Mackenzie BluewaterOverdue
RBF1019 — RBC Canadian EquityCurrent
KYP Manager
CIRO-aligned KYP & client-data platform
One platform for your funds, your compliance, and your clients.
An audit-ready KYP workflow for every fund, regularly refreshed data across the Canadian universe, and a branded client portal — in one secure system built for Canadian advisory firms.
Data hosted in Canada Encrypted at rest Full audit trail
Full
Canadian fund universe
<30s
AI Fund Facts extraction
2
Portals — advisor & client
Full
Audit trail on every action
The platform
Everything a KYP review demands, in one place
Purpose-built for financial planners, CFAs and portfolio managers who answer to CIRO.
✦
AI Fund Facts extraction
Upload a Fund Facts PDF and pull MER, fees, risk and returns in seconds — every figure flagged for your review.
◎
Fund data, kept freshNew
Regularly refreshed MER, returns, holdings and risk across the Canadian fund universe — every figure carries its source and effective date.
◷
Review tracking
Red / amber / green status on every holding, so nothing slips past your firm’s configurable review schedule.
⇄
Alternatives analysis
Document why a product was recommended over comparable peers — side by side, with a defensible rationale.
⚿
Roles & audit log
Advisor, compliance, admin and client roles, with every action recorded — built for multi-person firms.
▦
Audit-ready exports & reports
A structured, advisor-verified documentation package per product — organized and ready to stand behind at your next regulator review.
Two portals, one source of truth
Built for your team — and your clients
Advisors get the full compliance workspace. Clients get a clean, branded window into their own portfolio and the funds they hold. Same trusted data, the right view for each.
For your firm
Advisor portal
The compliance command centre — dashboard, KYP library, refreshed fund data, review tracking and export-ready documentation.
For your clients
Client portal
A secure, branded view of each client's holdings and the funds behind them — transparency that builds trust and answers questions before they're asked.
KYP ManagerSarah Chen ▾
Your portfolio
$487,200total value
▲ 6.4% this year
RBC Canadian Equity$198,400
Fund details →
Fidelity Global Innovators$166,100
Fund details →
Dynamic Power Global$122,700
Fund details →
Built to survive an audit — and a breach attempt
KYP Manager isn't a spreadsheet. It's compliance infrastructure with the controls a regulated firm — and its clients — expect.
- ✓ Data residency in Canada with row-level isolation per firm
- ✓ Field-level encryption for sensitive client data
- ✓ Multi-factor authentication required for every user — advisors, compliance and admins (and clients at launch)
- ✓ Immutable audit log of every create, edit and export
DYN1561 — Dynamic Power GlobalCurrent
FID253 — Fidelity Global Innov.Review soon
MFC842 — Mackenzie BluewaterOverdue
RBF1019 — RBC Canadian EquityCurrent
Make your next KYP review effortless.
Join Canadian advisory firms keeping their product shelf — and their clients — review-ready.
Request access