KYP Reporting Made Simple
Go Beyond Compliance and Build Credibility with Clients, Regulators, and Your Team.
Whether you're an independent advisor, part of a dealership like Sun Life, or just tired of chasing spreadsheets, this is your shortcut to readiness. We work with what you have and turn it into audit-ready, client-friendly reporting that meets the new standards
Discover how Heather transforms your data into KYP reports that protect your practice and impress your clients.
Stay Focused.
Stay Compliant.
Tired of navigating complex, time-consuming KYP requirements?
Our Know Your Product Reporting Service ensures financial advisors
stay ahead of regulations without the administrative burden.
Track your top funds
using Morningstar and industry-approved databases.
Get monthly updates
on key product details, including risks, costs and compliance requirements.
Clean, digestible reports
with everything you need right at your fingertips.
stay focused on what matters to you: your client
No more last-minute scrambles for compliance reports. We'll take care of it for you.
“I started working with Heather to streamline product research and Know Your Product requirements. I felt like I was drowning and Heather threw me a life preserver. I explained my challenge, provided a framework for what was required by my dealer, and she took it from there. Every month, I open my inbox to find all of my updated Know Your Product information succinctly collated, ready to use and also easy to record for due diligence and compliance purposes. Heather comes with a breadth of experience and a wealth of knowledge. She knows how to provide support without needing to be coached or managed and is very keen to share great ideas. She has freed up space in my day and is a delight to work with.”
get started today
Join advisors who are simplifying their compliance process.
Sign up now to receive more details on how our KYP Reporting Service can help your practice.