PortfolioAid is Canada’s market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAid’s solutions help dealers navigate the rapid acceleration of regulatory change while allowing for growth and effective compliance cost management. Security ratings algorithms, KYC suitability, KYP management, and intelligent issue tracking are a few examples of how PortfolioAid’s award-winning solutions help its clients. Contact Us Please contact us if you would like additional information or a product demo: e: info@portfolioaid.com t:: 416-479-9710
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