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Konsyra generates equity product summaries that mirror information often used in KYP workflows. These drafts support advisors and compliance teams, but final KYP determinations remain with your firm.

Stocks within the S&P 500 and S&P/TSX Composite; top ETFs; and 1000+ Canadian mutual funds.

Konsyra uses AI to assemble draft summaries based on public company information and your inputs (e.g., peer set). Advisors should review, edit, and confirm accuracy before sharing.

Yes—PDF and Word exports are supported to facilitate compliance review.

See our Privacy Policy for data handling and retention. Test usage does not require PII.

Each generated company summary (KYP report) counts as one report, regardless of format (PDF or DOCX).

A batch lets you process up to 30 companies at once. Each company generates its own KYP report and is deducted from your monthly allowance.

Pro and Scale users can continue generating reports at $1 per additional report.

Yes — all plans are monthly with no long-term commitment.

Konsyra provides draft summaries to accelerate your due diligence. Advisors remain responsible for reviewing and ensuring compliance with KYP obligations.

Yes — if you’re on the Pro or Scale plan, your logo will appear on both individual and batch reports.