Toronto, March 5, 2012 — PortfolioAid Inc., Canada’s market leader in trade surveillance and compliance automation solutions, announces its Retail Compliance Server user group conference, to be held at the Hyatt Regency Hotel in Toronto on Wednesday May 2, 2012.
PortfolioAid will benefit by hearing first hand from clients on their user experience. Also, attendees will have opportunities to collaborate with one another in a round table format.
According to Arlene Clark, Vice President, Client Services of PortfolioAid, “This event will provide our clients with a corporate update, product road map, and client case studies. Attendees will also hear from industry experts on relevant topics such as enhanced suitability for CRM.”
About Portfolio Aid Inc.
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.
PortfolioAid has achieved a rigorous standard of operational excellence through its commitment to 5970-audited practices, and partnerships with leading market data providers and cloud hosting services.
PortfolioAid is also an authorized reseller of NexJ Systems, an innovative customer relationship management solution provider to the financial services market. NexJ Systems was rated as Canada’s Fastest-Growing Company in 2012 by PROFIT Magazine.
For more information or a product demonstration, contact:
Marketing and Communications