VigilantCS and PortfolioAid Formed Strategic Compliance Partnership to Automate and Digitize Core CFR

Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evidence of compliance,” says VigilantCS CEO and Co-founder Rob Kirwin. “Together, we offer targeted and effective technology that provides insight into a broader set of compliance behaviours, improves efficiencies, and reinforces confidence.

Spotlight

The financial services landscape has experienced an unrelenting period of accelerated transformation in recent years that continues to place growing demands upon wealth and asset management firm chief financial officers (CFOs) and finance leaders. You know, for instance, that you need to operationalize your business and innovate

Spotlight

The financial services landscape has experienced an unrelenting period of accelerated transformation in recent years that continues to place growing demands upon wealth and asset management firm chief financial officers (CFOs) and finance leaders. You know, for instance, that you need to operationalize your business and innovate

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