PortfolioAid is a WealthTech 100 company.

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.

“For 6 years now, the annual Wealth Professional Awards has recognized excellence in the Canadian wealth management industry,” says Amanda Hamil, PortfolioAid’s Chief Client Officer, “and we are delighted to be recognized by our family of PortfolioAid clients for the service we provide for them.”

The Service Provider of the Year award acknowledges companies that demonstrate a unique value proposition and consistently innovate to stay ahead of the curve for the betterment of the industry.

PortfolioAid provides intelligent compliance management software to leading investment dealers and securities regulators.
The full list of nominees can be found at www.wpawards.ca.