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Portfolio Aid Inc

Software Development

Specialities :
Intelligent compliance insight
Security risk ratings
Enhanced suitability oversight
And inquiry management workflow
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Portfolio Aid Inc

What does Portfolio aid inc do?+

PortfolioAid is Canadas market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAids 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 PortfolioAids 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

What are Portfolio aid inc's specialties? +

Intelligent compliance insight,security risk ratings,enhanced suitability oversight,and inquiry management workflow

What is Portfolio aid inc's industry? +

Portfolio aid inc operates in the Software development industry.

What is Portfolio aid inc's revenue? +

Portfolio aid inc's revenue is 11m - 100m

What is Portfolio aid inc's company size? +

Portfolio aid inc has 11 - 50 employees.

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