Toronto, April 16, 2014—Portfolio Aid Inc., Canada’s market leader in trade surveillance and compliance automation solutions, hosted its largest yet user group conference. This year’s conference was built around a theme of ‘compliance acrobatics’.
Jack Rando, Director Capital Markets with the IIAC, presented on the industry association’s view on forthcoming developments in industry compliance. The conference also featured well-received presentations from two client firms on their experience with PortfolioAid’s suite of products.
Presentations by the PortfolioAid management team highlighted the firm’s agility and skill at meeting the pace and complexity of regulatory developments. Carol Quattrociocchi, VP Product Delivery and Support, introduced her newly re-organized team and demonstrated PortfolioAid’s new portal for client services.
The conference wrapped up with a round-table session. The round-table, part of a series of quarterly meetings, is designed for PortfolioAid’s clients to engage in open discussion about industry developments, regulation, and PA360° product direction.
Founded in 2001 and headquartered in Toronto, PortfolioAid provides intelligent compliance solutions to retail brokerage, wealth management firms, mutual fund dealers, and the securities regulators that govern them. Leading firms have come to rely on PortfolioAid as a strategic compliance partner.