Portfolio+

29
Jul

The Next Major Release of Portfolio+ Will be Available on October 27

The next major release of Portfolio+ will be available on October 27! Portfolio+ 18.0 will include a number of new features, bug fixes, and enhancements all designed to improve business processes and overall user experience. Release notes for Portfolio+ 18.0 will be available on October 20. As always, Portfolio+ customers are encouraged to use the release notes as a guide

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27
Mar

Portfolio+ 17.3 Is Now Available

TORONTO, Ontario — March 27, 2020 Portfolio+ 17.3 is now available! The latest update includes new features, bug fixes, and enhancements designed to improve business processes and overall user experience. The 17.3 release notes are available on Advantage. As always, Portfolio+ customers are encouraged to use the release notes as a guide to prepare for regression and user acceptance testing.

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24
Feb

The Portfolio+ 17.3 Release Is Coming March 23

TORONTO, Ontario — February 24, 2020 The next release of Portfolio+ will be available on March 23. Portfolio+ 17.3 will include a number of new features, bug fixes, and enhancements all designed to improve business processes and overall user experience. The 17.3 release notes are available now on Advantage. As always, Portfolio+ customers are encouraged to use the release notes

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24
Oct

Duo Bank of Canada Issues Its First GICs on Portfolio+

TORONTO, Ontario — October 24, 2019 Portfolio+ Incorporated (Portfolio+ Inc.) is pleased to announce that Duo Bank of Canada has already issued millions of dollars using Portfolio+ term deposit software after launching in early September. Duo Bank of Canada is Portfolio+ Inc.’s newest customer leveraging Portfolio+’s industry-proven term deposit technology to integrate with one of the country’s largest financial networks

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11
Jun

Release Notes Are Now Available for Portfolio Plus 17.2.5 & +Open Banking 2.0

TORONTO, Ontario — June 11, 2019 The release notes for Portfolio Plus 17.2.5 and +Open Banking 2.0 are now available. Coming June 18, the Portfolio Plus 17.2.5 minor release is packed full of new features, including over 200 updates focused on user experience enhancements, regulatory updates, and new business process improvements. As always, Portfolio Plus customers are encouraged to use the

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6
May

Release Notes Are Now Available for the Portfolio Plus 17.2.4 Hotfix

TORONTO, Ontario — May 6, 2019 The release notes for the Portfolio Plus 17.2.4 hotfix are now available. The Portfolio Plus 17.2.4 hotfix will be available soon and includes an enhancement designed to improve business processes and overall user experience. As always, Portfolio Plus customers are encouraged to use the release notes as a guide to prepare for regression and user acceptance

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11
Dec

Release Notes Are Now Available for Portfolio Plus 17.2.2 Hotfix

TORONTO, Ontario — December 11, 2018 The release notes for the Portfolio Plus 17.2.2 hotfix are now available. The Portfolio Plus 17.2.2 hotfix will be available soon. This hotfix includes a number of new features, bug fixes, and enhancements designed to improve business processes and overall user experience. As always, Portfolio+ customers are encouraged to use the release notes as a guide to

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10
Dec

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

TORONTO, Ontario — December 10, 2018 Portfolio+ Inc. announced today that MCAN Mortgage Corporation (MCAN) has leveraged the latest automation features in Portfolio Plus Terms to automatically retrieve and process GIC and term deposit applications. While integrating with the industry’s leading application processing and administration network, MCAN has improved its automation within its term deposit business. “MCAN has been using Portfolio

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16
Mar

Portfolio+ 17.2.0 Is Now Available

TORONTO, Ontario — March 16, 2018 March 16, 2018 — It’s out now! The 17.2.0 minor release of Portfolio+ is now available to Portfolio+ customers. This minor release includes a number of new features, bug fixes, and enhancements designed to improve business processes and overall user experience. The release notes for this minor release are available through the link below. As

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16
Mar

Let Us Re-Introduce Ourselves

TORONTO, Ontario — March 16, 2018 Nice to re-meet you! That’s right. Portfolio Plus has a fresh look, and we’re very excited to share it with you today. But this isn’t just about looks. (We’re more into personality.) Our new logo is just the beginning. This is a first step toward a brand new way of thinking. We’re changing how we think about the banking

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