About us

PortfolioAid’s mission is to improve financial, legal, regulatory, and reputational outcomes for investment dealers through ground-breaking compliance software solutions.

Our character

PortfolioAid takes pride in its professional service delivery, project delivery, and risk management. The company prides itself on a consistent client experience set by the “tone at the top.” The company’s values are:

  • Excellence in reputation.
  • Being a pioneer.
  • Stellar client responsiveness & engagement.

This is reflected in exemplary survey results and the steady stream of new requests from existing clients. And it shows in the clean annual audits of operations and information systems processes. There is a consistent message of quality and consistency to the things PortfolioAid does.

Our history

Headquartered in Toronto and founded in 2001 in the research department of a prominent Canadian investment management firm, Portfolio Aid Inc spun out as an independent company in 2008 and remains 100% Canadian owned. The company leverages its background in quantitative excellence and deep understanding of the North American financial services industry to provide innovative solutions that make a difference.