Audience
Banks searching for a banking platform that provides bespoke financial services while safeguarding customer privacy
About Portfolio+
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.
Popular Alternatives
Bryt Software
Bryt Software streamlines your Loan Servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency.
Bryt is feature rich, but intuitive and easy to use. Simple, but powerful. Every inch of Bryt is engineered to make your job easier.
Our 30 MINUTE IMPLEMENTATION is so intuitive that you can be up and running in no time with little or no support. Most of our customers are able to self-implement the system, with no implementation fees. But if you need support… we offer free, unlimited support that will amaze you!
We are 100% cloud-based using the latest AZURE technology.
We believe in providing our customers with fair and honest pricing. Our fees are based on your number of users and the features that you need. We don't force you into a long-term contract… we know you will love our product and our service.
Learn more
Finicity
Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences.
Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.
Learn more
ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes.
The following modules are included:
- Landing page - to attract new borrowers.
- Borrower portal - to serve actual borrowers.
- Self-service portal - to manage the whole enterprise activity.
- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
The platform automates the lending process throughout all the stages:
- Initiation of omnichannel application
- Consolidation and restructuring of debts
- Negotiation with customers
- Application decision-making
- Personalized offers
- Automation of the loan disbursement
ABLE Platform serves any type of loan:
- Payday Loan
- Personal Loan
- Point of Sale Loan (POS)
- Buy Now, Pay Later (BNPL)
- Mortgage Loan
- Home Equity Loan
- Auto Loan (Car finance)
- Student Loan, etc
Learn more
Help With My Loan
AI software yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M!
Consistently in America, banks are readjusting their inward loan portfolios. When they have excessively numerous private loans, they change to business loans, when they have an excessive number of business loans, they change to commercial loans, a never ending cycle. Customers never know which bank is the right one for the loan on any given day and that’s when HWML steps in.
Learn more
Integrations
No integrations listed.
Company Information
Portfolio+
Founded: 1988
Canada
portfolioplus.com
Videos and Screen Captures
You Might Also Like
Our Free Plans just got better! | Auth0 by Okta
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your secuirty. Auth0 now, thank yourself later.
Product Details
Platforms Supported
SaaS
Training
Documentation
In Person
Support
Phone Support
Online
Portfolio+ Product Features
Banking
Compliance Tracking
Corporate Banking
ATM Management
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Loan Servicing
Auto Loans
Business Loans
Construction Loans
Student Loans
Accounting Management
Amortization Schedule
Application Management
Automatic Funds Distribution
Collateral Tracking
Collections Management
Compliance Management
Customer Database
Fee Management
Investor Management
Loan Processing
Mortgage and Loans
Government Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages