Portfolio+ Interface Partners

Portfolio+ Inc. helps financial institutions engage with customers using advanced technology platforms. As a customer-first organization, our customers are our primary constituents. We partner with leading technology companies to serve our customers.

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The Canadian Lenders Association (CLA) supports the growth of bank and non-bank companies that are in the business of lending. They represent and advocate for over 230 companies across Canada that participate in SMB, BNPL, consumer, home, automotive, and mortgage sectors.

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CANNEX is an automated service used by brokers to interface with financial companies that offer financial products and services. It is also used to get quotes. The Portfolio Plus Term Deposit module has a CANNEX interface to automate the term deposit process for purchases, redemptions, commissions, etc.

The range of (fixed income) products available to brokers on CANNEX covers:

Portfolio+ is involved in the working group for the CANNEX interface and is a representative of the software vendors’ feedback.


Cyberscience’s Cyberquery is embedded into Portfolio+ Prospector. Cyberquery provides a high-performance reporting platform on which Prospector product is based.

Prospector is ideal for data mining and for business and banking intelligence reporting. It provides flexibility to write custom reports using data within the Portfolio+ repository of metadata information, offering easy-to-understand data descriptors and data relationships. Portfolio+ maintains this repository as new functionality is added.


Portfolio+ partners with Everlink Payment Services when a mutual client seeks payment card services.

Certification Process

Every new company that gets connected to a payment card switch goes through a stringent certification process. Portfolio+ and Everlink streamline this process to ensure that all protocols are secure and in working condition.

Everlink’s success in Canada

Everlink processes millions of debit and credit card transactions daily that originate with the automated teller machine (ATM) and point of sale (POS) financial service devices. Everlink provides switching services to 90% of the National Credit Union system, as well as banks, trust and insurance companies, retailers, and independent service organizations of all sizes.


Portfolio+ is a part of Financial Data Exchange (FDX), a non-profit industry standards body dedicated to unify the financial sector around a common standard for the secure and convenient access of permissioned consumer and business financial data.

FDX is committed to five core principles of financial data sharing: Control, Access, Transparency, Traceability and Security.

Portfolio+ has joined Open Banking Initiative Canada (OBIC) to contribute to the development of an open banking framework in Canada.

Open Banking Initiative Canada (OBIC) exists to develop a market-driven open banking framework in Canada that will make consumer empowerment possible in our country. They are a not-for-profit organization gathering great minds in finance, technology and regulation, creating a groundswell that will be a force for good, giving Canadian consumers choice and control over their financial data.

Portfolio+ uses Progress Software’s Open Edge Platform and relational database platform. Its financial model is based on a simple premise. If they can build a technology platform that enables an independent software vendor to be successful, then Progress Software will derive profits from royalties. 

Technically speaking, the Progress relational database is shared memory-based, features record-level locking, works on multiple operating systems, leverages multiple processors, drives application containerization, and scales from one to thousands of users

Progress Software works on most operating systems, including MS-Windows, Linux, HP-UX, AIX, Red Hat Linux, and Solaris.

Portfolio+ Inc. meets the Service Organization Control (SOC) 2 Type II standards.

SOC for Service Organizations are internal control reports on the services provided by a service organization providing valuable information that users need to assess and address the risks associated with an outsourced service.


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