PortfolioAid announces Small Dealer Edition

TORONTO, Sept. 8, 2014 /CNW/ - PortfolioAid is pleased to announce that its enterprise financial compliance software, PortfolioAid360°, is now available to Canada's small dealers and their investment advisors at a price that reflects the size of their business. PortfolioAid360° Small Dealer Edition allows small dealers to perform their compliance duties with the same rigor as larger dealers.

PortfolioAid360° Small Dealer Edition provides:

  • Risk and investment objectives ratings data
  • Integration with carrying brokers
  • CRM suitability alerts
  • Evidence of supervision audit trail
  • Issue identification and resolution workflow

"We take pride in the service that we deliver, and with PortfolioAid360° Small Dealer Edition, we've selected a solution that extends our compliance capabilities in a cost effective way," says Lynne Foran, General Counsel, Legal and Compliance, at Portfolio Strategies Securities Inc.

Since 2001, PortfolioAid has provided compliance software and consulting services to Canada's leading investment dealers and the securities regulators that govern them.

SOURCE: Portfolio Aid Inc.

For further information: For more information or a demonstration, please contact: Christopher Shultz, Director, Strategic Alliances, 416 479 4465, info@portfolioaid.com, www.portfolioaid.com

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