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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 Asset Class?

Transform your client service experience without upfront implementation fees by spreading the costs across your contract's duration, allowing you to deliver the outstanding service your clients deserve from the very start. Quick deployment is vital for our clients to realize immediate benefits, and our dedicated in-house project and customer success teams ensure your platform becomes operational in weeks rather than months. For those who need a customized setup, we provide extensive consulting and professional services tailored to your unique requirements. Whether it’s designing bespoke workflows or developing specialized software, we stand ready to help. Our offerings encompass smooth client onboarding, online data rooms for your funds, streamlined document management, eSignature capabilities, and a powerful Investor portal. By moving your capital raising processes online, you can significantly cut down on both fundraising time and costs while delivering an exceptional experience for your clients. This empowers them to easily navigate your offerings and access educational resources through integrated data rooms, making the whole process more seamless and user-friendly. Additionally, this strategy not only boosts client satisfaction but also enhances the overall efficiency of your operations, ultimately leading to a more successful business model. As you embrace this transformation, you can expect to see a marked improvement in both client engagement and retention.

Media

Media

Integrations Supported

Integrations Supported

ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Xero
Zoom

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Portfolio+

Date Founded

1988

Company Location

Canada

Company Website

portfolioplus.com

Company Facts

Organization Name

Asset Class

Company Location

United States

Company Website

www.assetclass.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

Commercial Loan

Not specified

Investment Management

Not specified

Investor Relations

Not specified

Loan Origination

Not specified

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