News

The 13th Annual Portfolio+ Open Charity Golf Event We are excited to announce that the 13th annual Portfolio+ Open charity golf event will take place on Tuesday, September 17, 2024. It will be held at the prestigious Angus Glen Golf Course in Markham, a venue known for its world-class facilities and beautiful surroundings. As in previous years, the Portfolio+ Open

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MCAN Financial Group Launches Direct-to-Client GICs Through Portfolio+’s API Integration Portfolio+ Inc. (Portfolio+), a leading Canadian provider of financial services systems and technologies, proudly announces its collaboration with MCAN Financial Group (MCAN) in launching a new direct-to-client Guaranteed Investment Certificate (GIC) channel powered by Portfolio+’s term deposit software, through its MCAN Wealth brand. The direct-to-client GICs are available today! The Portfolio+ cloud-native core banking

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Portfolio+ Empowers Equitable Bank with Cutting-Edge API Solutions to Improve the Lending Journey for Customers and Employees Portfolio+, a leader in financial technology solutions, proudly announces the successful deployment of its application programming interface (API) for for Equitable Bank’s Loan Origination System (LOS), “EQ Genesis.” The innovative digital lending API and integration provides Equitable Bank, Canada’s Challenger Bank™ and seventh

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Join Portfolio+ at the 2024 Open Banking Expo! Portfolio+ is excited to announce its participation at the 2024 Open Banking Expo on Tuesday, June 11, 2024, at the Metro Toronto Convention Centre in downtown Toronto. Join us along with other innovators and visionaries driving the open banking movement in Canada. We look forward to connecting with attendees to explore collaboration

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Portfolio+ Minor Release Is Coming on June 21! We’re pleased to announce the next minor release of Portfolio+ will be available to current customers on June 21. Portfolio+ 18.6 is packed with 34 new updates and enhancements that reflect our ongoing commitment to helping financial institutions respond to the industry’s changing regulatory and economic environment. As part of this release,

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Portfolio+ at the 2024 CCUA National Conference for Credit Unions Portfolio+ will be participating at the 2024 CCUA National Conference for Credit Unions on May 5-8, 2024, at the TELUS Convention Centre in Calgary, Alberta. We’ll be connecting with attendees and exploring how collaboration, innovation, and technology can address all the challenges facing credit unions today. Visit us at Booth

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Empowering Financial Institutions to Meet the Growing Demand for Reverse Mortgages Portfolio+ Inc. (Portfolio+), a Canadian provider of financial services systems and technologies, announced today the release of its Portfolio+ reverse mortgage product—an innovative addition to its comprehensive suite of lending solutions. Portfolio+ recognizes the notable growth of reverse mortgages over the past decade supported by an increasing number of

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Organizations must continually evolve and adapt to thrive in today’s ever-changing business and technical landscape. The team at Portfolio+ understands this well and is embracing new ways of working. Portfolio+ is pleased to share that it has embarked on a transformative journey to enhance its capabilities in product design and exceptional customer support. This voyage involves a strategic move to

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We are pleased to be a Sponsor at the Canadian Lenders Association’s 2023 Lenders Summit! Join us on November 1st at the MaRS Discovery District in Toronto and expand your network, form valuable partnerships, and gain insights about the latest trends and technologies in lending. This event is a great opportunity to connect with other professionals in the lending industry,

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Portfolio+ is proud to announce that the 12th annual charity golf tournament, the Portfolio+ Open, has successfully raised over $340,000 for Kids Help Phone. The event took place on September 19, 2023, at Angus Glen Golf Course in Markham. It was a great opportunity for members of the financial industry to come together for a day of networking and fun

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