Defensible product due diligence, without the spreadsheets.

Centralize your approved-product shelf, track KYP completeness, and generate CFR-ready comparisons — purpose-built for Canadian advisors and their compliance teams.

✓ Fund Facts parsing & KYP field tracking
✓ Live compliance dashboard across your shelf
✓ Tenant-isolated, encrypted, MFA-protected

© 2026 Bisaillon Asset Management · Designed Wealth Management.
For registered representatives. Not investment advice.

KYP Manager

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