Portfolio+

13
Apr

Episode 1: The Secure Journey to Open Banking on a Cloud

Transcript + Dianne: Hello, I am Diane Cupples, CEO of Portfolio+. Welcome to the first in a series of podcasts where we will be focusing on walking financial institutions, FinTechs and start-ups through the journey of open banking on a cloud platform. Read More ...As security is top of mind, in today's episode we will be focusing our discussion on
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7
Apr

What Happened to Revolut Canada & Why Is the Neobank Leaving?

What Happened to Revolut in Canada & What Does It Mean for Other Canadian Neobanks?  If you look around online this week, you might still see it: Revolut Is Coming to Canada! Unfortunately, like an empty storefront whose owners left town seemingly overnight without removing the signs from the windows, those words are just the abandoned remnants of the incredibly

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10
Mar

Open Banking Regulations Are Encouraging Competition in FinTech

Open Banking Regulations Are Encouraging Competition & Innovation in Financial Services Whether we’re talking about the amended Payment Services Directive (PDS2) in the European Union, the Consumer Data Right (CDR) in Australia, or consumer-directed finance here in Canada, there’s an underlying trend in the financial services industry that’s gaining momentum beyond geographical borders: Financial regulators are taking calculated steps toward

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22
Feb

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

  Concentra Trust (Concentra) launched Registered Disability Savings Plans (RDSPs) today, making the Canada-wide registered matched savings program available to Concentra’s network of credit unions and the communities they serve across Canada. The RDSPs are the latest addition to the Saskatchewan-based financial institution’s trust and personal investing solutions for credit unions. “Registered Disability Savings Plans are important investment vehicles for

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19
Feb

What Is the Revised Payment Services Directive (PSD2)?

What Is the Revised Payment Services Directive (PSD2)? The Revised Payment Services Directive (PSD2) is a European electronic payment services regulation intended to make electronic and online payments more secure throughout the European Union. Initially proposed in 2013 and officially taking full effect on September 4, 2019, the PSD2 amendment introduced changes in the European financial landscape that arguably set

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7
Jan

Volaris Group Appoints Dianne Cupples as CEO of Portfolio+

Dianne Cupples will be Portfolio+ Incorporated new CEO Ateet Patel, Managing Director at Volaris Group, an operating group within Constellation Software Inc., has announced that Dianne Cupples, formerly Portfolio+ Inc. Chief Operating Officer, will assume the role of Chief Executive Officer effective immediately. “I am honoured to have been selected as Portfolio+’s next CEO. It is a privilege to be

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1
Dec

Equitable Bank Launches New US Dollar GICs on Portfolio+

  Portfolio+ Incorporated (Portfolio+ Inc.) is pleased to announce that Equitable Bank is now offering US currency guaranteed investment certificates (GIC) in Canada, a move that expands on the Canadian challenger bank’s existing line-up of GIC investment options and leverages the latest updates to the Portfolio+ banking platform. Equitable Bank’s US dollar nominee GICs are available starting today and provide

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12
Nov

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

  Portfolio+ Inc. is pleased to announce today that new API specifications for GICs and investments are now available. Officially announced on October 6, the new +Terms and +Investments API sets are an important addition to Portfolio+’s growing API offering, providing banks, financial institutions, and fintechs with the technology to explore investment focused Banking as a Service (BaaS) opportunities and

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22
Oct

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

After recently learning that students at Monsignor Leo Cleary Catholic Elementary School in Courtice, Ontario, were in need of personal computers, Portfolio+ gathered twelve unused laptops and a set of USBs preloaded with new operating systems and donated them to the school’s grade five and six classes. “Having consistent access to laptops is essential to student learning, and this donation

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6
Oct

API Updates Are Coming Soon for Portfolio+

Portfolio+ Inc. is pleased to announce that API updates are coming soon for the +Open Banking Platform. The +Terms and +Investments API updates will be released as they become available starting October 27. Corresponding with the Portfolio+ 18.0 major release date, these API sets are an important addition to the platform’s growing API offering, supporting the company’s focus on expanding

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