Stouffville, ON — December 1, 2025 — Portfolio+ is pleased to announce the promotion of Alejandra Sarmiento to Chief Operating Officer (COO), a strategic appointment that reflects the company’s continued investment in operational excellence, customer value, and leadership development from within.

Alejandra’s promotion marks an important milestone in the evolution of Portfolio+ as the company accelerates its focus on innovation, scale, and alignment across all customer-facing functions.

A Leader Who Grew Through Impact, Merit, and Vision

Alejandra joined Portfolio+ with a strong track record in technical program delivery, customer engagement, and operational leadership. Over the years, she has demonstrated an exceptional ability to strengthen cross-functional execution, elevate customer outcomes, and build scalable processes that empower teams to thrive.

Her promotion to COO is a direct reflection of:

• Consistent, measurable impact across the organization

• A people-first leadership style that inspires high performance

• Deep operational expertise and strategic clarity

• A commitment to Portfolio+’s values, culture, and long-term vision

By advancing Alejandra into this role, Portfolio+ reinforces its commitment to developing leaders internally and recognizing talent based on performance, contribution, and the ability to drive meaningful outcomes.

A Critical Role Shaping the Next Era of Portfolio+

As Chief Operating Officer, Alejandra will oversee:

• Professional Services

• Customer Support

• Marketing

• Sales

Her mandate includes strengthening operational alignment, advancing revenue operations, ensuring data-driven decision making, and enhancing the customer experience across every stage of the lifecycle.

This cohesive structure positions Portfolio+ for scalable growth and tighter execution as the company enters a pivotal phase marked by modernization, new service tiers, and expanded product strategy.

Driving the Portfolio+ Mission Forward

Alejandra’s promotion aligns seamlessly with the company’s mission:
to empower Canadian financial institutions with modern technology, exceptional service, and a human-centered partnership approach.

As Portfolio+ continues to expand its product capabilities and market reach, her leadership will be essential in delivering:

• Stronger operational foundations

• A unified customer experience

• Greater speed and quality in execution

• A culture of collaboration, accountability, and continuous improvement

Her appointment supports the company’s broader vision of becoming the most trusted, customer-aligned technology partner in the Canadian financial ecosystem.

A Forward-Looking Chapter for Portfolio+

CEO Dianne Cupples emphasized the significance of this transition:

“Alejandra has been a key contributor since joining Portfolio+, and her promotion reflects both her outstanding contributions and her commitment to driving operational excellence and delivering outstanding value to our customers. I’m excited to continue working closely with her as we execute our 2026 strategic initiatives.”

With Alejandra stepping into the COO role, Portfolio+ is poised for a more connected, data-driven, and customer-centric future—one that strengthens its industry position and accelerates growth in 2026 and beyond.

About Portfolio+

Portfolio+ is a Canadian-born financial technology company focused on delivering modern banking solutions, powerful APIs, and an exceptional customer experience for banks, credit unions, and trust companies across the country. With a commitment to innovation, collaboration, and service excellence, Portfolio+ continues to redefine what financial institutions can expect from their technology partners.