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.
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Integrations
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Company Information
Portfolio+
Founded: 1988
Canada
portfolioplus.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Portfolio+ Product Features
Banking
Compliance Tracking
Supported
Corporate Banking
Supported
ATM Management
Not Supported
Credit Card Management
Not Supported
Credit Union
Not Supported
Investment Banking
Not Supported
Multi-Branch
Not Supported
Online Banking
Not Supported
Private Banking
Not Supported
Retail Banking
Not Supported
Risk Management
Not Supported
Securities Management
Not Supported
Transaction Monitoring
Not Supported
Investment Management
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
Loan Servicing
Auto Loans
Supported
Business Loans
Supported
Construction Loans
Supported
Student Loans
Supported
Accounting Management
Not Supported
Amortization Schedule
Not Supported
Application Management
Not Supported
Automatic Funds Distribution
Not Supported
Collateral Tracking
Not Supported
Collections Management
Not Supported
Compliance Management
Not Supported
Customer Database
Not Supported
Fee Management
Not Supported
Investor Management
Not Supported
Loan Processing
Not Supported
Mortgage and Loans
Government Loans
Supported
Amortization Schedule
Not Supported
Client Database
Not Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Contact Management
Not Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Not Supported
Electronic Applications
Not Supported
Loan Origination
Not Supported
Loan Servicing
Not Supported
Pipeline Management
Not Supported
Pre-Qualification
Not Supported
Refinance Management
Not Supported
Residential Mortgages
Not Supported
