In the news

PortfolioAid Selected as Finalist for the WP Readers’ Choice Award for Service Provider of the Year in the Wealth Professional Awards 2021

Toronto, Ontario – April 1, 2021 – PortfolioAid announced that it has been selected as a Finalist for the WP Readers’ Choice Award for Service Provider of the Year in the 7th annual Wealth Professional Awards, the leading independent awards event for the wealth management and financial advisory profession in Canada.

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)

Toronto, September 17, 2020 – Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology.

For the second consecutive year, FinTech Global identifies PortfolioAid as one of the World’s 100 Most Innovative WealthTech Companies

Toronto, April 28th, 2020 – The top 100 WealthTech companies of 2020 from across the globe have been identified in the second WealthTech 100 list.

PortfolioAid selected as a 2020 finalist for “Wealth Professional’s Readers’ Choice Award for Service Provider of the Year.”

Toronto, April 22nd, 2020 – PortfolioAid is excited to share the news that it has been selected as a finalist for the 2020 WP Readers’ Choice Award for Service Provider of the Year.

PortfolioAid’s Chief Client Officer, Amanda Hamil, selected as a 2019 finalist for “Woman Innovator of the Year.”

Toronto, November 19th, 2019 – The biggest names in the wealth management head to Toronto for empowering industry event.

PortfolioAid wins 2019 Business Excellence Award for Smart Solution of the Year!

Toronto, November 6, 2019 – The Toronto Region Board of Trade’s Annual Business Excellence Awards (BEAs) honours PortfolioAid as the Smart Solution of the Year Award winner.

Heart & Stroke Foundation Big Bike

Toronto, July 15, 2019 – PortfolioAid employees raise money and awareness for Heart & Stroke foundation and have fun doing so! Go team!

FinTech Global identifies PortfolioAid as one of the World’s Most Innovative WealthTech Companies

Toronto, April 10, 2019 – The top 100 WealthTech companies of 2019 from across the globe have been identified in the inaugural WealthTech 100 list.

Contact us

For more information or a product demonstration, contact: Elaine Polgar Marketing and Communications media@portfolioaid.com 416-479-9714