Founded in 2001 and headquartered in Toronto, PortfolioAid provides intelligent compliance solutions to retail brokerage, wealth management firms, mutual fund dealers, and the securities regulators th...
Founded in 2001 and headquartered in Toronto, PortfolioAid provides intelligent compliance solutions to retail brokerage, wealth management firms, mutual fund dealers, and the securities regulators that govern them. Leading firms have come to rely on PortfolioAid as a strategic compliance partner. PortfolioAid's flagship application in its suite of RegTech solutions is PortfolioAid360°. Its powerful security risk ratings, enhanced suitability analytics, and supervision workflow dashboards empower leading Canadian investment dealers to promote a strong and healthy culture of compliance. Contact Us Please contact us if you would like additional information or a product demo: e: [email protected] t:: 416-479-9710