About Portfolio Aid Inc.
Protecting Financial Freedom
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Founded
- 2001
- Company type
- Privately Held
PortfolioAid is Canadaâs market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAidâs 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 PortfolioAidâs award-winning solutions help its clients.
Contact Us
Please contact us if you would like additional information or a product demo:
e: [email protected] t:: 416-479-9710
Specialties
- Intelligent Compliance Insight
- Security Risk Ratings
- Enhanced Suitability Oversight
- and Inquiry Management Workflow
Company locations
2 St Clair Ave West, Toronto, Ontario M4V 1L5, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 4,540
- People linked to this company
- 47
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.