Equisoft, a top global provider of digital business solutions for the financial sector, announced that Portfolio Strategies Corporation (PSC), one of Canada’s largest independent mutual fund and exempt market dealerships, has subscribed to the Equisoft/analyze Fund Compare module.
The subscription will make it easier for PSC’s 300 financial advisors to analyze their portfolios and will assist the business in meeting the new Know-Your-Product regulatory requirements as mandated by the Canadian Securities Administrator (CSA).
“Fund Compare is an innovative online tool that enables our advisors to easily conduct due diligence and achieve compliance by automatically comparing investment fund key metrics, such as historical performance, volatility, product risk, fees, and asset allocation,” said Jason Bobee, Vice President of Business Development at Portfolio Strategies Corporation.
