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Portfolio Aid
Financial Software · Canada · 51-200 Employees
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Overview
Headquarters
2 St Clair Ave W Suite 605, Toronto, Ont...Phone Number
(416) 479-9710Website
www.portfolioaid.comRevenue
$6.4 MillionIndustry
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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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
