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Portfolio+
The Platform of Choice for Canada's Financial Institutions

What is Portfolio+?

Portfolio+ offers comprehensive banking technology solutions designed specifically for Canadian financial institutions. The platform delivers core banking capabilities, open banking APIs, and cloud services to help banks, credit unions, and trust companies transform their operations while maintaining security and compliance.

With over 700 production-proven banking APIs, Portfolio+ enables financial institutions to modernize their infrastructure, integrate seamlessly with partners, and accelerate time-to-market for new services. The platform supports various banking functions including lending, investment management, retail banking, and term deposits while providing robust cloud migration and security features.

Features

  • Open Banking API: Canada's most complete library of 700+ production-proven banking APIs
  • Core Banking: Cloud-ready and API-enabled banking platform for seamless operations
  • Cloud Services: Platform as a Service with cloud migration and security features
  • Partner Ecosystem: Integration capabilities with financial partners and services
  • Digital Wallet: Secure digital wallet solutions for financial transactions

Use Cases

  • Modernizing legacy banking systems for financial institutions
  • Implementing open banking compliance and API integration
  • Cloud migration for banking infrastructure and services
  • Developing digital banking solutions and mobile applications
  • Enhancing lending operations with software automation

FAQs

  • What types of financial institutions does Portfolio+ serve?
    Portfolio+ serves banks, credit unions, trust companies, and non-financial services firms across Canada.
  • What services does Portfolio+ offer beyond software solutions?
    Portfolio+ offers consulting, managed services, business support, training, and premier support services in addition to their software solutions.
  • Does Portfolio+ provide cloud migration services?
    Yes, Portfolio+ offers cloud migration services as part of their cloud services portfolio, helping financial institutions transition to cloud-based infrastructure.

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