PORTFOLIOAID

PortfolioAid is a provider of intelligent compliance solutions with a mission of improving integrity and efficiency in the investment industry through consulting services and ground-breaking software... PortfolioAid is a trusted adviser to the country's leading investment dealers and its financial regulators... PortfolioAid's mission is to improve financial, legal, regulatory, and reputational outcomes for investment dealers through ground-breaking compliance software solutions.

Also known as: Portfolio Aid Inc.

Primary location: Toronto Canada