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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 FINFOX Pro?

Boost customer engagement by regularly hosting interactive events and consultations, always champion your customer connections, and strive for a significant increase in revenue per customer through a strategic and effective approach. Finfox is the intelligent software solution specifically designed for financial institutions, consultants, and their customers. By leveraging sophisticated business logic, a centralized database, and extensive omnichannel capabilities, Finfox enhances the wealth management experience, making it smooth and high-quality across every platform. Both consultants and clients enjoy synchronized access to the same information during all interactions, thanks to unified business logic and complete omnichannel connectivity. Our corporate blog showcases expert insights on current challenges and developments in the digital transformation of the banking industry. Subscribe to receive timely updates on new products and invaluable information straight to your inbox. Furthermore, we are dedicated to building a community that encourages knowledge sharing and collaboration, thereby strengthening relationships among all parties involved, which ultimately leads to a more informed and engaged network.

Media

Media

Integrations Supported

Integrations Supported

Apiax

API Availability

API Availability

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

Not specified

Training Options

Documentation Hub
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Portfolio+

Date Founded

1988

Company Location

Canada

Company Website

portfolioplus.com

Company Facts

Organization Name

ECOFIN

Company Location

Switzerland

Company Website

www.finfox.ch/

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

Investment Management

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

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