Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • Centrex Software Reviews & Ratings
    4.8 out of 5 stars 18 Ratings
    Company Website for Centrex Software
  • LoanPro Reviews & Ratings
    4.6 out of 5 stars 182 Ratings
    Company Website for LoanPro
  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard
  • LendingPad Reviews & Ratings
    4.6 out of 5 stars 302 Ratings
    Company Website for LendingPad
  • Finastra LaserPro Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Finastra LaserPro
  • Framnex Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Framnex

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 Elysys Loans?

Elysys Loans is an end-to-end lending and borrowing management solution for family offices, financial institutions, and structured finance teams managing complex loan portfolios. Built natively on Microsoft Dynamics 365 Business Central, it brings loan administration, accounting, collateral management, and risk monitoring into one integrated Microsoft-based environment. The platform supports a broad range of lending structures, including interest-only, fixed-rate, and variable-rate loans, as well as restructures and more complex financing arrangements. Users can monitor loan balances, cash flows, collateral, and exposure while tracking key risk indicators such as loan-to-value (LTV) ratios and available headroom. Elysys Loans also automates the accounting treatment of lending and borrowing activity, helping finance teams reduce manual postings and keep operational loan data aligned with financial reporting. The solution supports accounting requirements associated with IFRS and GAAP standards, making it suitable for organisations that need consistent and transparent loan accounting alongside day-to-day lending operations. By bringing lending, risk analysis, collateral tracking, and accounting together within Business Central, Elysys Loans helps reduce dependence on disconnected spreadsheets and separate loan systems. This gives finance teams a clearer view of loan performance, exposures, collateral positions, and cash movements across their portfolio. Elysys Loans is designed for both traditional lending and structured finance use cases, where accurate accounting, strong controls, and reliable risk information are essential. It can also be used alongside the wider Elysys suite, including Elysys Wealth, Elysys Analytics, Elysys Financial Gateway, and Elysys Multi-Company, allowing organisations to connect lending activity with broader investment management, reporting, financial data, and multi-entity processes.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Power BI

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

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
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portfolio+

Date Founded

1988

Company Location

Canada

Company Website

portfolioplus.com

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.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

Banking

Compliance Tracking
Corporate Banking
Investment Banking
Multi-Branch
Private Banking
Retail Banking
Risk Management
Securities Management

Commercial Loan

Asset Management
Audit Trail
Dashboard
Document Management
Risk Management

Loan Servicing

Accounting Management
Amortization Schedule
Auto Loans
Business Loans
Collections Management
Compliance Management
Construction Loans
Customer Database
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Commercial Mortgages
Contact Management
Customer Statements
Document Management
Government Loans
Loan Origination
Loan Servicing
Residential Mortgages

Popular Alternatives

SBS Banking Platform Reviews & Ratings

SBS Banking Platform

SBS
4.5 out of 5 stars

Popular Alternatives

ABLE Platform Reviews & Ratings

ABLE Platform

5.0 out of 5 stars
Plaid Reviews & Ratings

Plaid

4.4 out of 5 stars
Axe Credit Portal Reviews & Ratings

Axe Credit Portal

Axe Finance
Mortgage+Care Reviews & Ratings

Mortgage+Care

Consulting Plus