New & Events

Watch this space for news about open banking, product launches, and innovations in financial services.

Giving Back

December 15, 2025

Alejandra Sarmiento, New Chief Operating Officer

November 24, 2025

Portfolio+ Earns The 2025 OpenEdge Innovation & Advancement Award

October 10, 2025

Habib Canadian Bank Chooses Portfolio+ to Expand GICs Across Canada

March 11, 2025

Portfolio+ 19.0 Is Coming March 17, 2025

November 26, 2024

What Is Investment Management Software | Portfolio+

November 19, 2024

Portfolio+ Proudly Sponsors the 3rd Annual Equitable Bank Charity Golf Tournament

August 14, 2024

Portfolio+ Open Charity Golf Event 2024

July 17, 2024

MCAN Launches Direct-to-Client GICs with Portfolio+ API

June 19, 2024

Portfolio+ Empowers Equitable Bank with Digital Lending API

June 12, 2024

Dianne Cupples – Leading with Passion and Purpose (a TEC Canada Member Spotlight)

June 4, 2024

Join Portfolio+ at the 2024 Open Banking Expo!

May 24, 2024

FHSA and Regulatory Updates Coming in Portfolio+ Minor Release

May 22, 2024

2024 CCUA Conference for Credit Unions

April 30, 2024

Portfolio+ Launches A New Reverse Mortgage Product for Banks and Financial Institutions

April 16, 2024

The Portfolio+ Way: Transitioning to a POD Structure

January 25, 2024

Portfolio+ at the 2023 CLA Lenders Summit!

October 16, 2023

Over $25,000 Raised at this year’s Portfolio+ Open!

September 25, 2023

Portfolio+ Announces New Data Deletion Compliance Feature for Banks and Financial Institutions

September 6, 2023

The 12th Annual Portfolio+ Open

July 4, 2023

Come See us at Open Banking Expo 2023!

May 8, 2023

Portfolio+’s Laptop Donations Continue

March 27, 2023

Revamped Portfolio+ Offices

February 24, 2023

Check out our Chief Technology Officer at Open Banking Expo

October 17, 2022

Dianne Cupples Speaks at OFNC Event

September 21, 2022

Portfolio+ Open 2022 – Another Success!

September 19, 2022

Portfolio+ a Platinum Partner of Open Banking Expo

June 12, 2022

Portfolio+ Launches Cloud-First Open Banking Finance Ecosystem in Canada

February 14, 2022

Portfolio+ Joins the Open Banking Initiative Canada (OBIC)

October 28, 2021

Concentra Trust Launches RDSPs to Expand Long-Term Savings Options for Canadians Living with Disabilities

February 22, 2021

Volaris Group Appoints Dianne Cupples as CEO of Portfolio+

January 7, 2021

Equitable Bank Launches New US Dollar GICs on Portfolio+

December 1, 2020

New API Sets Are Now Available for Portfolio+ GIC and Investment Solutions

November 12, 2020

Portfolio+ Offers Laptops to Students to Support Learning During COVID-19

October 22, 2020

Duo Bank of Canada Issues Its First GICs on Portfolio+

October 24, 2019

MCAN Leverages Automation and Industry Integration with Portfolio Plus Term Deposit Software

December 10, 2018

Portfolio+ 17.2.0 Is Now Available

March 16, 2018

Let Us Re-Introduce Ourselves

March 16, 2018

Bridgewater Bank Chooses Portfolio+ Inc. as Its Software Vendor and Joins the CANNEX Financial Network

January 16, 2018

Portfolio+ Inc. and Bishopstown Credit Union Meet Financial Regulatory Deadline and Connect with the Central Credit Register

January 16, 2018

Events

Portfolio+ attends several open banking and financial services events during the year. We look forward to meeting you at these events and beginning a conversation.

September 2024

The Portfolio+ Open
September 2024, Charity Event

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