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.

Integrations

No integrations listed.

Screenshots and Video

Portfolio+ Screenshot 1

Company Facts

Company Name:
Portfolio+
Date Founded:
1988
Company Location:
Canada
Company Website:
portfolioplus.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Portfolio+ Categories and Features

Mortgage and Loans Software

Government Loans

Loan Servicing Software

Auto Loans
Business Loans
Construction Loans
Student Loans

Investment Management Software

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

Banking Software

Compliance Tracking
Corporate Banking

More Portfolio+ Categories