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Portfolio Aid Inc.

Portfolio Aid Inc.


Portfolio Aid Inc.'s financial review

Portfolio Aid Inc.'s Revenue (Yearly)

14.1M

Employees

43


Portfolio Aid Inc. information

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 t...
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 UsPlease contact us if you would like additional information or a product demo: e: info@portfolioaid.comt:: 416-479-9710

Portfolio Aid Inc. industries

Intelligent compliance insight
Security risk ratings
Enhanced suitability oversight
Inquiry management workflow

Portfolio Aid Inc.'s financial review

Portfolio Aid Inc.'s Revenue (Yearly)

14.1M

Employees

43

Technologies

Notable Alumni

Employees

DevOps Engineer
Software Developer
Chief Technology Officer
Software Developer
Director, Development and Product Delivery

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