Portfolio+

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

Read more

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

Read more

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

Read more

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

Read more

What Is Banking Software? Banking software encompasses a broad spectrum of digital solutions designed to facilitate and streamline the operations of institutions such as banks, credit unions, and other financial entities. Banking software systems enable the seamless execution of transactions, management of accounts, processing of loans, and a plethora of other financial services. The software encompasses a range of applicationsRead more

US Term Deposits offer strategic advantages for financial institutions and brokerages, as well as their clients. By focusing on product diversification, currency risk management, customized investment solutions, and the pivotal role of CDIC insurance, this article sets the stage for a comprehensive exploration of nominee-based and client-named US dollar guaranteed investment certificates (GICs). It emphasizes the importance of these depositsRead more

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

Read more

Portfolio+ Inc (Portfolio+), a Canadian provider of financial services systems and technologies, announced today the release of Data Management Delete, a new data compliance feature that empowers banks and financial institutions to delete closed accounts and client information files securely and efficiently from the Portfolio+ platform. Designed to provide unparalleled convenience, the Data Management Delete feature ensures that financial institutions

Read more

What Is a Core Banking System?  When it comes to managing, prioritizing, and adopting new banking technologies, there’s an awful lot to consider lately. From endlessly evolving digital transformation strategies that may include complex cloud migration initiatives and API-based integrations, banks, credit unions, and other financial institutions are tirelessly confronting a rapidly changing financial services landscape. While exploring new opportunities

Read more

If you’ve ever wandered the warm, misty streets of Vancouver in the spring, driven the flat endless plains of the Canadian Prairies, or even grew up in small town Ontario, there’s a very good chance that you’ve seen a credit union here and there. Throughout Canada, both small and large independent credit unions are a staple of the communities they

Read more