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

September 17, 2020 / Business Wire
SHARESHARESHARE

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.