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Explore the platform.
See how it connects.

Knowledge, collaboration, governance tools and meetings, built around one connected record. Explore how the parts work together for your team.

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Knowledge & AI

Find the information behind the decision.

Documents, policies, past decisions and the reasons behind them are part of the same story. Smart Vault and Knowa Q help your team keep that knowledge and put it to use.

Smart Vault

Keep documents, versions and supporting material in a shared record, with access set for the people who need it. A change in personnel does not have to mean losing the history.

Knowa Q

Ask a question across the documents, discussions and decisions in your record. Follow the source references to check the answer and read the original context.

Knowa Q product example answering a question about plan vesting.

In practice

When did we last review the investment policy, and what did we agree?

Keep the answer with its sources, then use it in a discussion, review or decision.

Collaboration

Bring people together around the work.

Give committees, HR teams and advisors a shared place to discuss the work. Keep the conversation beside the material it concerns.

Shared spaces

Set up spaces for the groups you work with, and manage who can access each one. People can contribute to their own work without every group sharing the same information.

Discussion, votes and approvals

Comment on a document, ask colleagues for input and record a vote or approval. Keep the discussion and outcome together so someone joining later can follow what happened.

Knowa discussion example with comments and a shared document.

In practice

Ask your advisor to comment on a proposed plan change before the committee decides.

The discussion becomes part of the context behind the decision, available for the next review.

Governance tools

Manage the responsibilities around each decision.

Keep risk reviews, recorded deadlines, committee training and open actions connected to the plan record.

Registers and reviews

Record risks, owners and review dates. Keep supporting documents close to each assessment, and use the compliance calendar to track the deadlines your team records.

Committee training

Keep learning records and the material that supports them together. Review what has been completed and what needs attention.

Actions and accountability

Give actions an owner and due date, then review their progress alongside the discussion and documents that explain the work.

Connected governance tools

  • Risk registerAssessments, owners and review dates
  • Compliance calendarRecorded deadlines and responsibilities
  • Action trackerActions, owners and progress
  • Committee trainingLearning records and supporting evidence

Keep each tool connected to the supporting record.

In practice

Review a plan risk, assign a follow-up action and keep the supporting evidence with the record.

Choose the modules that fit your plan. Your team reviews the evidence and decides what action to take.

Meetings & actions

Carry the work through the meeting and beyond.

Meeting preparation, the discussion and the follow-up all belong to the same record. Meeting Flow, Knowa Verse and Action Tracker help keep them connected.

Meeting Flow

Build the agenda and bring the papers together. Share the material so people can read, annotate and prepare before the meeting.

Knowa Verse

Use AI to prepare draft minutes from the meeting. The people responsible review the wording, decisions and actions before approving the record.

Action Tracker

Keep agreed actions with their owners, due dates and supporting context. Review progress between meetings and bring open items into the next discussion.

Knowa product example sharing draft committee minutes for review and comment.

In practice

Review the committee’s draft minutes, agree the next steps and check progress before the next meeting.

The next meeting starts with the previous decisions and open actions in reach.

White-glove onboarding

Around 30 minutes to set up.
Operational on day one.

We handle setup with you, help bring across your documents and show your team how to get started. You have a working space on day one, with a real person supporting you.

  1. You bring the essentials

    Tell us who needs access, their roles and what you want to work on first. Bring the documents for your next meeting or review.

  2. We get you set up

    Your Knowa contact sets up your space with you, helps import the initial documents and configures permissions for your team.

  3. Your team gets to work

    A short walkthrough covers finding documents, sharing a discussion and recording an action. You can start preparing your first meeting that day.

Several plans or an advisory firm? Start with your first working space, then roll out the remaining plans with a managed migration and training plan. Historic records can move across in stages while your team is already using Knowa.

See how it works for your team.

Explore the parts of Knowa that support your day-to-day work.

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