Model360°

PortfolioAid’s Model360° performs real time and historical portfolio suitability assessments. In conjunction with PortfolioAid’s suite of suitability oversight solutions, Model360° combines proven security risk ratings with risk tolerance and investment objectives to perform portfolio suitability assessments at an account or client level. Used extensively by national and provincial securities regulators in Canada, Model360° enables a uniform and consistent assessment protocol.

Highlights

  • easy web-based access from office or in- the-field
  • suitability assessments can be performed at account or client level
  • real time and historical portfolio assessments performed
  • reports accessed and shared at user, department, or firm level

PortfolioAid performance

PortfolioAid’s intelligent compliance tools help dealers manage the increasing regulatory workload. Through the use of firm wide risk assessment standards, suitability reporting, inquiry management, alerting, and escalation, PortfolioAid offers its clients a unique opportunity to streamline operations and reduce risk.

Contact us for a demo of Model360°

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