Toronto, April 17, 2013 – Portfolio Aid Inc., Canada’s market leader in trade surveillance and compliance automation solutions, is pleased to announce a fruitful 2013 PortfolioAid Client Conference. This year’s conference was built around a theme of ‘fitness’.
PortfolioAid was delighted to have Barbara Amsden, Director, from the Investment Industry Association of Canada (IIAC) as its industry guest speaker in addition to featured presentations from two PortfolioAid clients. PortfolioAid also presented its 2013 technology road-map and moderated a round-table discussion on regulatory and industry developments. The round-table, part of a quarterly series, is a valuable forum that also provides PortfolioAid with constructive client feedback that may contribute to application enhancements.
About Portfolio Aid Inc.
Founded in 2001 and headquartered in downtown Toronto, PortfolioAid is Canada’s market leader in risk rating services, trade surveillance and compliance automation solutions. Serving IIROC & MFDA member firms as well as the regulatory bodies that govern them, PortfolioAid effectively reduces monetary and reputational risk across the Canadian financial services industry.
PortfolioAid has achieved a rigorous standard of operational excellence through its commitment to practices backed by third party audits, and partnerships with leading market data providers, and cloud hosting services.
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