Toronto, June 03, 2013 – Portfolio Aid Inc. announces its participation in a panel discussing industry regulatory developments at the invitation of the Investment Industry Association of Canada (IIAC). The panel, part of a seminar titled “Enhance Your Knowledge of Enhanced Suitability” covered the state of IIROC dealer member readiness for enhanced CRM suitability.
“Our expertise allowed us to contribute to the discussion on the value of automated solutions for enhanced CRM suitability. PortfolioAid is mindful of the challenges faced by both large and small investment dealers and continues to enhance its solutions for IIROC dealer members of all sizes,” says PortfolioAid President Sam Webster.
Founded in 2001 and headquartered in downtown Toronto, PortfolioAid is Canada’s market leader in 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.
About the IIAC
The IIAC represents the investment industry’s position on securities regulation, public policy and industry issues on behalf of IIROC-regulated investment dealer member firms in the Canadian securities industry. The IIAC provides leadership for the Canadian securities industry with a commitment to a vibrant, prosperous investment industry driven by strong and efficient capital markets.
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