FAQ

Frequently asked questions about the platform

Eligibility, Compliance & Platform Role

Who is Knowsis for?

How does Knowsis support compliance for financial institutions?

Is Knowsis a regulated investment adviser or financial services provider?

Are platform interactions confidential?

Content Ownership, Visibility & Sharing

Who owns the data, highlights, notes, and insights I capture?

Who can see my highlights, comments, notes, and uploaded documents?

Who has access to the notes and data my team captures?

Can my employer or compliance team see my activity?

Can I share excerpts from broker research, paywalled reports, or private materials?

Jurisdictional Differences: Excerpts Versus Entire Documents

Privacy, Data Collection & Data Use

What data does Knowsis collect?

How is my data used?

Does Knowsis sell my data?

Does Knowsis use my proprietary research or uploaded documents to train AI models?

Does Knowsis use my data for automated profiling or decisions?

Can Knowsis share data with regulators or authorities?

Security, Storage & Access Controls

How secure is my data and research?

Where is my data hosted and stored?

Is Multi-Factor Authentication (MFA) available?

Access, Export, Retention & Deletion

Can I access, export, correct, or delete my data?

Can I export my research data? What file formats are supported?

What happens to my data if I stop using the platform or cancel my subscription?

Subscriptions, Billing & Pricing

Do you offer a free trial?

Is there a minimum subscription period?

Can I cancel my subscription?

Can I upgrade or downgrade my plan?

What payment methods do you accept?

Do you offer discounted rates for annual billing commitments?

How are we billed if we add or remove team members during a billing cycle?

Are there any setup fees or hidden costs for corporate accounts?

Do you offer customized enterprise pricing for large organizations?

Platform Availability & Device Support

Is there a mobile app for iOS or Android?

Do you offer a standalone desktop application for Windows or Mac?

Which browsers are supported?

Can I access the web portal from a tablet or iPad?

Support, Demos & Training

What level of customer support is included with my subscription?

Do you provide live training or onboarding sessions for new corporate clients?