PortfolioAid provides automated compliance software to investment advisory firms that recognize that as regulatory requirements increase, so do the firm’s monetary and reputational risks.
http://www.portfolioaid.com/
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Portfolio Aid Inc.
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370 Kin●●●●●●●et West
Suite ●●●●●●Box 67
To●●to , ON, M5V 1J9
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Portfolio Aid Inc.
NA NA
370 Kin●●●●●●●et West
Suite ●●●●●●Box 67
To●●to , ON, M5V 1J9
CA
View this contact
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PO B●●●●4577
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CA
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PortfolioAid | Intelligent Compliance | portfolioaid.com Reviews
https://portfolioaid.com
PortfolioAid provides automated compliance software to investment advisory firms that recognize that as regulatory requirements increase, so do the firm’s monetary and reputational risks.
portfolioaid.com
Investment dealers | PortfolioAid
http://portfolioaid.com/solutions/investment-dealers
1 416 479 9710. Building upon a decade of production use at leading investment dealers, PortfolioAid promotes a strong and healthy culture of compliance for IIROC and MFDA member dealers. PA360 is accessible to all compliance stakeholders including compliance officers, branch managers, investment advisors, and administrative staff. As compliance is a shared responsibility, greater access, insight, and effective collaboration tools offer tremendous competitive advantages. Is designed for Canadian investme...
Advisor360° | PortfolioAid
http://portfolioaid.com/portfolio-of-products/advisor360
1 416 479 9710. Advisor360 provides investment dealers with visibility into advisor health and performance through the use of valuable compliance metrics. Greater insight into trends and patterns within the advisor network can further contribute to positive business decisions. Advisor360 has the ability to include up to 12 risk data points for the advisor risk calculation. Examples include:. Percentage of accounts with suitability issues. Close / strict supervision flags.
Branch360° | PortfolioAid
http://portfolioaid.com/portfolio-of-products/branch360
1 416 479 9710. Branch360 allows investment dealers to use quantitative measures to assess and score the risk factors of its entire branch network. Head office, branch auditors, and branch managers, can all benefit from access to insightful compliance metrics at the branch level. Branch360 uses a number of PA360 -generated data elements. Some of the risk factors used to create a branch risk rating may include:. Number of accounts under suitability review. Number of KYC incomplete accounts in the branch.
Senior management | PortfolioAid
http://portfolioaid.com/senior-management
1 416 479 9710. Vice President of Compliance and Program Management. Amanda joined PortfolioAid in January, 2014, and serves as Vice President of Compliance and Program Management. Amanda has over 20 years of financial services experience including tenures at Manulife Securities, Edward Jones, CIBC, and Scotiabank. In prior roles, Amanda was a Branch Manager, Regional Compliance Officer, and most recently held the position, Manager, PortfolioAid for Manulife Securities. Vice President of Technology.
PortfolioAid to sponsor IIAC 2015 Compliance and Operations Symposium | PortfolioAid
http://portfolioaid.com/newsroom/in-the-news/portfolioaid-to-sponsor-iiac-2015-compliance-and-operations-symposium
1 416 479 9710. PortfolioAid to sponsor IIAC 2015 Compliance and Operations Symposium. Toronto, January 21, 2015 PortfolioAid will be the cocktail sponsor at the IIAC 2015 Compliance and Operations Symposium. Held on April 1 at St. Andrew’s Club and Conference Centre, it is an important kick-off industry compliance event for the year. This marks the second time that PortfolioAid has sponsored this symposium.
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PORTFOLIO AGENCY
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Portfolioagent.com
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Portfolio Agi
Zapraszam do obejrzenia mojego portfolio prace prezentowane tutaj są wynikiem moich dotychczasowych działań artystycznych. kontakt : 1portfolioagi@gmail.com. Piątek, 28 marca 2014. Udostępnij w usłudze Twitter. Udostępnij w usłudze Facebook. Udostępnij w serwisie Pinterest. Piątek, 18 października 2013. Udostępnij w usłudze Twitter. Udostępnij w usłudze Facebook. Udostępnij w serwisie Pinterest. Poniedziałek, 7 października 2013. Miałam przyjemność współpracować przy bardzo twórczym projekcie-.
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portfolioagustinamarani.blogspot.com
Agustina Marani
Domingo, 8 de diciembre de 2013. Tinc un problema Marta, que tinc un movie maker i no me'l deixa penjar. et passaré el video per hotmail. Bonjour, je m’appelle Agustina et je suis une adolescente qui habite à Olot-Catalogne, j'ai 14 ans. Je vous laisse ce message pour les informer de ce que je fais sur Internet. J'aime facebook parce que je peux communiquer avec mes amis, ma famille et connaissances. Je l'aime parce que vous pouvez télécharge des choses comme des photos et des vidéos et de.
PortfolioAid | Intelligent Compliance
1 416 479 9710. PortfolioAid is a provider of intelligent compliance solutions with a mission of improving integrity and efficiency in the investment industry through consulting services and ground-breaking software. We make a difference by providing intelligent tools to improve the ease, accuracy, and cost-efficiency of compliance activities. Our solution identifies transactions and accounts requiring review, automates report generation, and assists case management. We have solutions to fit your needs.
portfolioaidapujolar.blogspot.com
Aida Pujolar
Martes, 10 de diciembre de 2013. Patricia est mon amie, elle a 15 ans et elle habite à Girona avec ses parents et sa soure. Elle a beaucoup de vêtements: six bottes, huit pantalons, sept pullovers, et beaucoup de choses. Son caractère est très bon, elle es très optimiste pour toutes les choses, très sympa avec tout le monde et un peu nerveuse. Elle aime le cinéma, la musique et le sport. Elle aime beacucoup voyage pour le monde, elle a voyagér à Paris en Islande et ou Belgique. Au revoire, un baixer.
www.portfolioaide.com
Portfólio da Lourdes Aiello
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Fitness Qatar Social Media. To me something which is well written is beautiful. A piece of writing which expresses an element of the human condition in a concise and emotionally evocative way, is art. The internet is mostly functional. The information it contains is primarily for reference and doesn’t always lend itself to creative whimsy. However, just because content is functional, doesn’t mean it can’t be well written, concise and evocative. My mission is to write this content. Enter your comment here.
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