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What is Portfolio+?

Join Portfolio+, a unique platform designed to connect clients with financial service providers for a personalized banking experience. Our banking interface prioritizes consumer needs and is enhanced by robust APIs that deliver tailored financial solutions while safeguarding client data. We provide secure, reliable financial software that supports the growth of technologically advanced, interconnected financial institutions. By leveraging our open banking platform, we empower consumers and generate new revenue streams for financial service providers. Our core banking system ensures efficient transaction processing across the Canadian banking landscape, fostering a smoother customer experience. Furthermore, we offer vital training and consultancy services to equip finance professionals with the tools to take advantage of fintech innovations. With more than three decades of industry experience, Portfolio+ is at the forefront of Canada's open banking movement, consistently developing state-of-the-art financial products and services through a dedicated team of experts in finance and technology. Together, we can redefine the future of banking, merging innovation with solutions that focus on customer satisfaction, ultimately transforming the financial landscape in Canada.

What is Akoya?

Akoya is a robust platform driven by APIs that facilitates secure open finance, enabling financial institutions, fintech firms, and data aggregators to exchange consumer-authorized financial data transparently and in compliance with regulations. Acting as a network for data access, it connects banks and financial data sources with approved third-party applications, allowing consumers to engage with fintech services safely while keeping their usernames and passwords confidential. By providing a unified integration point, organizations can link to thousands of financial institutions and applications, which streamlines the integration process and significantly reduces the challenges of ongoing development and maintenance. The platform leverages API connections exclusively, moving away from outdated methods like screen scraping and encouraging secure, permissioned data sharing, thus ensuring users retain complete control over their data and can manage or withdraw access at their discretion. Additionally, this forward-thinking strategy not only boosts security but also cultivates increased trust among consumers and service providers within the financial landscape, ultimately benefiting all parties involved. This interconnected approach represents a significant advancement in how financial data is shared and utilized, paving the way for more innovative fintech solutions.

Media

Media

Integrations Supported

Integrations Supported

CITI Unify
Capital One Eno
Chase Software
Coreware
Fidelity
Fiserv
Jack Henry Payments
TD Bank Merchant Solutions
Yodlee

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Portfolio+

Date Founded

1988

Company Location

Canada

Company Website

portfolioplus.com

Company Facts

Organization Name

Akoya

Date Founded

2018

Company Location

United States

Company Website

akoya.com

Categories and Features

Banking

Compliance Tracking
Corporate Banking

Commercial Loan

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Loan Origination

Not specified

Loan Servicing

Auto Loans
Business Loans
Construction Loans
Student Loans

Mortgage and Loans

Government Loans

Open Banking

Not specified

Open Finance

Not specified

Categories and Features

Open Finance

Not specified

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