Portfolio+

24
May

Join Portfolio+ at the 2024 Open Banking Expo!

Join Portfolio+ at the 2024 Open Banking Expo! Portfolio+ is excited to announce its participation at the 2024 Open Banking Expo on Tuesday, June 11, 2024, at the Metro Toronto Convention Centre in downtown Toronto. Join us along with other innovators and visionaries driving the open banking movement in Canada. We look forward to connecting with attendees to explore collaboration

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30
Apr

2024 CCUA Conference for Credit Unions

Portfolio+ at the 2024 CCUA National Conference for Credit Unions Portfolio+ will be participating at the 2024 CCUA National Conference for Credit Unions on May 5-8, 2024, at the TELUS Convention Centre in Calgary, Alberta. We’ll be connecting with attendees and exploring how collaboration, innovation, and technology can address all the challenges facing credit unions today. Visit us at Booth

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16
Apr

Portfolio+ Launches A New Reverse Mortgage Product for Banks and Financial Institutions

Empowering Financial Institutions to Meet the Growing Demand for Reverse Mortgages Portfolio+ Inc. (Portfolio+), a Canadian provider of financial services systems and technologies, announced today the release of its Portfolio+ reverse mortgage product—an innovative addition to its comprehensive suite of lending solutions. Portfolio+ recognizes the notable growth of reverse mortgages over the past decade supported by an increasing number of

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27
Mar

What is Banking Software?

What Is Banking Software? Banking software encompasses a broad spectrum of digital solutions designed to facilitate and streamline the operations of institutions such as banks, credit unions, and other financial entities. Banking software systems enable the seamless execution of transactions, management of accounts, processing of loans, and a plethora of other financial services. The software encompasses a range of applications
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9
Feb

Why Organizations Should Include US Currency Options in Canadian Term Deposits

US Term Deposits offer strategic advantages for financial institutions and brokerages, as well as their clients. By focusing on product diversification, currency risk management, customized investment solutions, and the pivotal role of CDIC insurance, this article sets the stage for a comprehensive exploration of nominee-based and client-named US dollar guaranteed investment certificates (GICs). It emphasizes the importance of these deposits
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25
Jan

The Portfolio+ Way: Transitioning to a POD Structure

Organizations must continually evolve and adapt to thrive in today’s ever-changing business and technical landscape. The team at Portfolio+ understands this well and is embracing new ways of working. Portfolio+ is pleased to share that it has embarked on a transformative journey to enhance its capabilities in product design and exceptional customer support. This voyage involves a strategic move to

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6
Sep

Portfolio+ Announces New Data Deletion Compliance Feature for Banks and Financial Institutions

Portfolio+ Inc (Portfolio+), a Canadian provider of financial services systems and technologies, announced today the release of Data Management Delete, a new data compliance feature that empowers banks and financial institutions to delete closed accounts and client information files securely and efficiently from the Portfolio+ platform. Designed to provide unparalleled convenience, the Data Management Delete feature ensures that financial institutions

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22
Jun

What Is a Core Banking System?

What Is a Core Banking System?  When it comes to managing, prioritizing, and adopting new banking technologies, there’s an awful lot to consider lately. From endlessly evolving digital transformation strategies that may include complex cloud migration initiatives and API-based integrations, banks, credit unions, and other financial institutions are tirelessly confronting a rapidly changing financial services landscape. While exploring new opportunities

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27
Apr

What Is a Credit Union?

If you’ve ever wandered the warm, misty streets of Vancouver in the spring, driven the flat endless plains of the Canadian Prairies, or even grew up in small town Ontario, there’s a very good chance that you’ve seen a credit union here and there. Throughout Canada, both small and large independent credit unions are a staple of the communities they

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17
Apr

What Is a Reverse Mortgage?

What Is a Reverse Mortgage? Exclusively designed for seniors or individuals aged 55 years and older who either already own their home or are close to paying off their mortgage, a reverse mortgage is a loan that allows homeowners to borrow money against the equity in their homes. In contrast to a conventional mortgage, a reverse mortgage does not require

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