KYP Manager

Your plan, your holdings, your documents — in one place.

The private portal for clients and their advisory team. Everything your advisor prepares for you, kept current and held securely.

  • ✓ Holdings, performance and net worth, kept current
  • ✓ A secure vault for statements, tax slips and plans
  • ✓ Two-factor sign-in, encrypted records, full access log
© 2026 Bisaillon Asset Management.
A recordkeeping and reporting tool — not a statement of account, and not investment advice.
KYP Manager

Request access

For people who work at an advisory firm. An administrator at the firm reviews every request before the account can be used.

Are you a client of an advisory firm? You don't need to request access — your advisor sends you a secure invitation to your own portal.

At least 12 characters, including upper- and lower-case letters and a number.

Use your work email. Your account has no access until an administrator at your firm approves it and sets your role — you'll be able to sign in once they do.

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