Related Products
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About
Our solutions make digital banking personal. Our award-winning digital banking platform helps to lead financial institutions to utilize data to meaningfully engage with their customers and develop new revenue streams. Through our market-leading consolidation, merchant mapping, and categorization technology, your bank gains valuable insights into the financial health and habits of your customers, while they too benefit from the automatic sorting of their transactions. Consolidate, enrich and optimize personal finance data for digital channel innovation. Discover new patterns and high-potential customer segments with audiences. Provide customers with access to their bank accounts and credit cards from other banks. Our digital banking APIs enable your bank to deliver innovative, engaging, and gamified banking solutions to your customers. Build long-term customer loyalty by providing a proactive and personalized financial coach.
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About
Join Portfolio+, an ecosystem that connects customers with financial service providers for a personalized banking experience. Our consumer-directed banking platform and robust APIs provide bespoke financial services while safeguarding customer privacy. Secure and industry-proven financial software solutions. Let us help you drive business for tech-savvy, hyper-connected financial institutions. Our open banking ecosystem empowers customers as well as monetizes products of financial service providers. Our core banking platform ensures clockwork efficiency in transactions across the banking in Canada. We support our clients with training and consulting services for finance professionals to capitalize on fintech. Portfolio+ is at the forefront of the open banking movement in Canada and has been providing core banking services for 30+ years. Our team of finance and technology professionals develops innovative financial products and services.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Banking and financial institutions seeking a solution to gain insights and provide information to their customers
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Audience
Banks searching for a banking platform that provides bespoke financial services while safeguarding customer privacy
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMeniga
Founded: 2009
United Kingdom
www.meniga.com/products
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Company InformationPortfolio+
Founded: 1988
Canada
portfolioplus.com
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Alternatives |
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Categories |
Categories |
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Banking Features
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Loan Servicing Features
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
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Integrations
No info available.
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Integrations
No info available.
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