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.
Presented by Wealth Professional, the Wealth Professional Awards recognizes wealth professionals and organizations for their outstanding achievements, best practices and leadership in the wealth management and financial advisory profession over the past 12 months.
President of PortfolioAid, Sam Webster says, “For the second year in a row, PortfolioAid is absolutely delighted to be nominated for the WP Readers’ Choice Award for Service Provider of the Year! We recognize the responsibility we have as a trusted compliance technology partner to our clients and this nomination again, especially through this last year, makes it that much more special. A heartfelt thank you to Wealth Professional, our valued clients, and exceptional PortfolioAid team.”
Winners will be selected by an independent judging panel of industry experts and then revealed at the celebratory virtual awards show happening June 2-3, 2021. The virtual show will also feature live panel discussions with the finalists.
For the full list of finalists or more event information, visit www.wpawards.ca.
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About PortfolioAid
PortfolioAid is Canada’s market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAid’s solutions help dealers navigate the rapid acceleration of regulatory change while allowing for growth and effective compliance cost management. Security ratings algorithms, KYC suitability, KYP management, and intelligent issue tracking are a few examples of how PortfolioAid’s award-winning solutions help its clients.
For more information, contact Sam Webster at samw@portfolioaid.com
About Wealth Professional:
Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week. The site’s comment and forum arenas actively engage advisors in topical discussion about what matters most to them.
Wealth Professional is the perfect online support vehicle for any company looking to market its products to the planning and advice channel.
For more information, contact Krissy Salvador (Marketing Manager) at krissy.salvador@keymedia.com.