Wealth Professional Canada Recognizes PortfolioAid as a 2025 WealthTech Service Provider of the Year

We’re very excited to share that PortfolioAid has been named one of WP Canada’s WealthTech Service Providers of the Year for the fifth year in a row!

This award is given to technology partners making a real difference in Canada’s wealth management industry. It celebrates companies that provide strong support, reliable tools, and excellent service to help firms stay on track, meet compliance needs, and give the best experience to their clients.

Being recognized five years in a row is a proud moment for our team. It shows that our work continues to bring value to the industry and that we stay true to our mission of building helpful compliance solutions for wealth firms across Canada.

At PortfolioAid, we care about making compliance easier to manage, turning data into clear insights, and helping our clients focus on what matters most. Behind every feature and update, a team is passionate about assisting firms in growing and succeeding.

This recognition would not be possible without the ongoing support of our clients and partners, we are also incredibly proud of our dedicated team, who work daily to deliver smart solutions and outstanding service.

We look forward to another year of building strong relationships, finding new ways to improve, and supporting Canada’s wealth management community.