Personalized, Proactive & Predictable.
A premium personalized, hands-on support package made for financial institutions
with complex, mission-critical needs. By Canadians for Canadians.
Support That Keeps
Critical Projects on Track.
Resolve issues faster, engage with experts, and plan with confidence. Standard support can struggle as operations grow in complexity, creating delays and risk.
Premier Support gives you hands-on access to senior experts, proactive guidance, and predictable services so your team can keep critical projects on track.
Hands-On Support from the Experts You Trust.
Get direct access, closer collaboration, predictable coverage, and readiness for complex initiatives.
Personalized Expertise
Get direct access to senior experts who already know your operations and priorities. Support is faster and more effective when you spend less time explaining issues.
Flexible & Predictable
Forget surprises and delays with flexible, predictable services. Your team can adapt quickly while keeping costs and processes under control.
Collaborate & Drive Results
Work alongside a support team that anticipates needs and aligns with your roadmap. Stop reacting to issues and start collaborating on initiatives that drive measurable results.
Project Ready
Prepare your organization for complex projects and multi-phase initiatives. Combining standard support with a deeper strategic partnership ensures smoother execution at scale.
A Structured Support Model for
Complex, High-Impact Work
Give your team hands-on access to senior experts without the commitment of a full partnership.
Essential Support 
Day-to-day issue resolution and reactive assistance from experts for routine operational needs.
Premier Support 
Proactive support from senior experts who know your platform and help keep complex projects on track.
Why Choose Premier Support.
5 of the 7 largest Canadian financial institutions rely on Portfolio+
for Day-to-Day Operational Support.
Canadian Expertise
Senior analysts in Canada
provide proactive, consultative support.
Trusted Partners
Serving banks and financial institutions across Canada on multi-phase projects for over 30 years.
Structured Support
Pre-planned professional services hours and quarterly reviews keep business initiatives on track.
Explore How It Works
Learn how Premier Support helps your team stay ahead.
Practical Insight for Teams Running Mission-Critical Work
When your platform is mission-critical, support can’t be reactive.
This guide breaks down what high-performing Canadian financial institutions expect from elevated platform support, and how Premier Support helps teams stay ahead, not just keep up.
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