Portfolio+

Portfolio+ Major Release Is Coming on March 17, 2025! Portfolio+ Inc. (Portfolio+), a leading Canadian provider of financial services systems and technologies, is pleased to announce the next major release of Portfolio+ will be available on March 17, 2025. Crafted with both API-based banking and cloud technologies in mind, Portfolio+ 19.0 is packed with over 200 targeted improvements, including over 30

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What Is Loan Management Software? It’s hard to imagine a financial product more fundamental to a bank’s success than a loan or a mortgage. Banks are built around lending, and these products form the cornerstone of a lender’s business, driving critical processes like origination, underwriting, approval, and funding. Managing and servicing lending products form the backbone of a financial institution’s

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The 13th Annual Portfolio+ Open Charity Golf Event We are excited to announce that the 13th annual Portfolio+ Open charity golf event will take place on Tuesday, September 17, 2024. It will be held at the prestigious Angus Glen Golf Course in Markham, a venue known for its world-class facilities and beautiful surroundings. As in previous years, the Portfolio+ Open

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MCAN Financial Group Launches Direct-to-Client GICs Through Portfolio+’s API Integration Portfolio+ Inc. (Portfolio+), a leading Canadian provider of financial services systems and technologies, proudly announces its collaboration with MCAN Financial Group (MCAN) in launching a new direct-to-client Guaranteed Investment Certificate (GIC) channel powered by Portfolio+’s term deposit software, through its MCAN Wealth brand. The direct-to-client GICs are available today! The Portfolio+ cloud-native core banking

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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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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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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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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 applicationsRead more

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 depositsRead more

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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