Solution introduction
PortfolioAid360° is PortfolioAid’s flagship solution in its suite of governance, risk, and compliance (GRC) applications for financial services
Its powerful security risk rating engine, enhanced suitability assessments, issue management dashboards, unique trending analytics, and powerful advisor tools help leading Canadian investment dealers promote a healthy and positive culture of compliance
PortfolioAid360° 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.
Major benefits of PortfolioAid360°:
- Uniform security risk rating strategy
- Enable alerts and exception reporting
- Deploy an inquiry workflow dashboard
- Provide advisor access
