Portfolio Aid
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Canada · 51-200 Employees
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Overview
Headquarters
2 St Clair Ave West Ste 605, Toronto, On...Phone Number
(416) 479-9710Website
www.portfolioaid.comRevenue
$6.4 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Portfolio Aid
PortfolioAid is a provider of intelligent compliance solutions aimed at enhancing integrity and efficiency in the investment industry. Their award-winning software includes features such as vendor-managed product risk ratings, trade supervision dashboards, and portfolio suitability alerts. The company serves investment dealers and mutual fund dealers, offering tools for compliance activities, portfolio analysis, and risk assessment. With a focus on regulatory adherence, PortfolioAid's solutions help clients manage and monitor investment products effectively.Explore more
Portfolio Aid Org Chart
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Portfolio Aid Tech Stack
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Portfolio Aid News & Media
Worldsource Securities Inc. and Portfolio Aid Inc. Announce Portfolio-Level Suitability
MARKHAM, Ontario--(BUSINESS WIRE)--Worldsource Securities Inc. and Portfolio Aid Inc. announce launch of PortfolioAid "Prime" suitability module for WSI's managed account platforms.Mako Fintech and PortfolioAid Announce Strategic Partnership to Harmonize KYC & KYP
MONTREAL--(BUSINESS WIRE)-- #advisortech--Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance tecPortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)
TORONTO--(BUSINESS WIRE)--Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. “Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compli
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PortfolioAid is a provider of intelligent compliance solutions aimed at enhancing integrity and efficiency in the investment industry. Their award-winning software includes features such as vendor-managed product risk ratings, trade supervision dashboards, and portfolio suitability alerts. The company serves investment dealers and mutual fund deale... Read More
