Portfolio Aid Inc.
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 naviga...load more
Portfolio Aid Inc.'s Basic Information
Industry
Software Development
Headquarters
Toronto, Ontario, Canada
Website
Founded Year
2001
Headcount
11 - 50 ( View All )
Specialties
Intelligent Compliance InsightSecurity Risk RatingsEnhanced Suitability OversightInquiry Management Workflow
Portfolio Aid Inc.'s Competitors
genç yazılım
View all employeesOureaos
View all employeesPlanscape Technologies Inc
View all employeesNcore HPC
View all employeesEmployee Insights
Portfolio Aid Inc.'s Top Employees
Sam Webster
CEO & President
Phone Email
Milan Milicic
CIO
Phone Email
Leigh Kivenko
Chief Technology Officer
Phone Email
Arlene Clark
Vice President, Client Services
Phone Email
Amanda Hamil
VP, Compliance and Program Management
Phone Email
Frequently Asked Questions Regarding Portfolio Aid Inc.
Where is Portfolio Aid Inc.'s headquarter located?
Portfolio Aid Inc.'s headquarter are located at Canada.
How many employees does Portfolio Aid Inc. have?
Portfolio Aid Inc. has 11 - 50 employees.
What is Portfolio Aid Inc.'s official website?
Portfolio Aid Inc.'s official website is http://portfolioaid.com
What industry does Portfolio Aid Inc. belong to?
Portfolio Aid Inc. is in the industry ofSoftware Development
What does Portfolio Aid Inc. do?
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 naviga...
What specialty does Portfolio Aid Inc. have?
Intelligent Compliance InsightSecurity Risk RatingsEnhanced Suitability OversightInquiry Management Workflow
Connect with anyone with AroundDeal today!
Whether you're looking to connect with key decision-makers or making remote or global hires, we've got you covered.
✔ GDPR aligned & CCPA compliant✔ Cancel anytime✔ 5 free contacts