Company Description:

About Us

Founded in 2001 and headquartered in Toronto, Canada, PortfolioAid provides intelligent compliance solutions to retail brokerage, wealth management firms, mutual fund dealers, and the securities regulators that govern them. Leading firms have come to rely on PortfolioAid as a strategic compliance partner.
PortfolioAid’s flagship solution in its suite of governance, risk, and compliance (GRC) applications is PortfolioAid360°. Its powerful security risk rating engine, enhanced suitability oversight, supervision workflow dashboards, and unique trending analytics empower its clients to promote a strong and healthy culture of compliance.