We are 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.

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What we do

We make a difference by providing intelligent tools to improve the ease, accuracy, and cost-efficiency of compliance activities. Our solution identifies transactions and accounts requiring review, automates report generation, and assists case management.

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We have solutions to fit your needs

Investment dealers

We have a range of solutions for investment dealers. Connect with us for more info.

Securities regulators

We have solutions for securities regulators. Want a demo? Click for more information.

Consulting services

PortfolioAid is a trusted adviser to the country’s leading investment dealers and its financial regulators.

PortfolioAid in the news

We are often attending events and making a splash. Check out the most recent mentions of PortfolioAid in the news, and our event calendar.

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We are located in downtown Toronto

166 Pearl Street, Suite 200
Toronto, ON
Canada
M5H 1L3

Tel 416-479-9710
Fax 416-479-0468
info@portfolioaid.com