Our Clients
Trusted by Industry Leaders
iPortfolio is a proudly Canadian company, headquartered in Toronto. We partner with a diverse range of financial institutions across North America and globally, from the largest banks and sovereign wealth funds to private family offices. Our commitment to excellence and innovation has made us a trusted advisor in the industry.
TD
TD Securities
Toronto, ON
iPortfolio's platform has been instrumental in refining our market risk models. The depth of their analytical tools and the team's expertise are unparalleled.
Major Canadian Bank
BMO
BMO Capital Markets
Toronto, ON
The operational risk frameworks developed with iPortfolio have significantly enhanced our resiliency. Their solutions are both sophisticated and practical for a large-scale institution.
Major Canadian Bank
CC
CIBC Capital Markets
Toronto, ON
We partnered with iPortfolio to implement their advanced credit risk solutions. Their platform provided deep insights and improved our decision-making processes across the board.
Major Canadian Bank
ML
Maple Leaf Financial
Toronto, ON
iPortfolio's risk models transformed our capital markets division. Their scenario analysis tools are second to none, providing clarity in a volatile market. A true partner in risk management.
Large Canadian Bank
GSW
Gulf Sovereign Wealth Fund
Dubai, UAE
iPortfolio provided critical analysis for our global diversification strategy. Their expertise in structuring complex cross-border investments and assessing private equity risk has been invaluable.
Global Sovereign Wealth Fund
CPP
Canadian Pension Plan
Toronto, ON
The team's grasp of Liability-Driven Investment (LDI) strategies and their ability to model long-duration fixed income and alternative assets is exceptional. They are a key partner for us.
National Pension Fund
KC
Keystone Capital
Calgary, AB
The regulatory reporting automation has saved us hundreds of hours. Their team is knowledgeable, responsive, and deeply understands the Canadian financial landscape.
Mid-Size Asset Manager
LI
Liberty Investments
New York, NY
We engaged iPortfolio for a complete overhaul of our liquidity risk framework. The results were outstanding. Their expertise has been invaluable for our cross-border operations.
Large US Investment Firm
SG
The Sterling Group
New York, NY
For our family, legacy and discretion are paramount. iPortfolio's team provided bespoke risk advisory for our concentrated art and real estate holdings with the utmost professionalism.
Private Family Office
PT
Pacific Trust Co.
Chicago, IL
The dynamic risk profiling tool is revolutionary. It has enabled our wealth managers to have more meaningful, data-driven conversations with clients. Highly recommended.
Mid-Size US Trust Company
PW
Prairie Wealth Partners
Winnipeg, MB
As a smaller institution, we were concerned about the cost of sophisticated compliance tools. iPortfolio provided a scalable and affordable solution that met all our needs.
Regional Wealth Manager
AF
Atlantic Financial Group
Boston, MA
Their team's grasp of both US and Canadian regulations is impressive. They helped us streamline our compliance across North America, significantly reducing our operational risk.
Large US Insurance Provider