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51-200 employees
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Computer Software
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2 St Clair Ave West,Toronto,Ontario,CA
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Founded in 2001 and headquartered in Toronto, 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 application in its suite of RegTech solutions is PortfolioAid360°. Its powerful security risk ratings, enhanced suitability analytics, and supervision workflow dashboards empower leading Canadian investment dealers to promote a strong and healthy culture of compliance.
Contact Us
Please contact us if you would like additional information or a product demo:
e: [email protected]
t:: 416-479-9710
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Portfolio Aid Inc. Email Formats | Example Email Formats | Percentage |
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{first}{l} | [email protected] |
66.67%
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The widely used Portfolio Aid Inc. email format is {first}{l} (e.g. [email protected]) with 66.67% adoption across the company.
To contact Portfolio Aid Inc. customer service number in your country click here to find.
Sam Webster is the CEO of Portfolio Aid Inc.. To contact Sam Webster email at [email protected].
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