Account Executive / Partnership
Portfolio1.ca - Ottawa, ON

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Portfolio1.ca is a secure web based cloud computing IT system serving the financial adviser community allowing them to access all their client information in real time with most updated values under one program.

Our web based system, manages information and allows the adviser to management their client base more effectively and efficiently hence keeping their clients informed while increasing their bottom line

Our mission is to insure that every adviser has access to this management system in the next 5 years serving their client base and allowing them to access their own information in real time from all sources


Indeed - 20 months ago - save job - block
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About this company
At collective point of solution we take pride in having many satisfied merchant savings money with us on their every day transactions with...