Toronto, ON – January 15, 2025 /PRNewswire/ – Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a partnership to deliver unparalleled value to wealth management enterprises, wealth advisors,...
READ MORECelebrating Amanda Hamil: A Top Leader in Wealth Management
We are thrilled to celebrate the recognition of our Chief Client Officer, Amanda Hamil, as one of Wealth Professional’s 2024 Top 50 Leading Women in Wealth. This highlights Amanda’s remarkable...
READ MORESam Webster Featured in Interview with the Federation of Independent Dealers
Sam Webster, CEO and President of PortfolioAid, recently spoke with the Federation of Independent Dealers about PortfolioAid’s role in supporting Canadian investment dealers through efficient and adaptable compliance solutions. During...
READ MOREPortfolioAid Partners with Worldsource Securities to Launch Revolutionary “Prime” Suitability Module
At PortfolioAid, we’re excited to announce our latest partnership with Worldsource Securities Inc. (WSI), as they roll out our innovative “Prime” suitability module. This collaboration underscores our mission to transform...
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