Portfolio+ Inc.

What Is Investment Management Software? Banking technology is complex. Many of the largest banks and financial institutions in North America operate on a unique collection of financial applications, legacy systems, powerful programming languages, and modern digital platforms—all carefully integrated over decades of investment in core infrastructure. Apart from retail banking software and term deposit software, it’s arguably one of the

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What Is Loan Origination Software? The right loan origination software can make a world of difference when it comes to lending—and a loan origination system can arguably provide one of the most impactful ways to completely transform an organization’s lending process. That’s why Canadian banks, credit unions, and financial institutions are always seeking new technologies in order to improve their

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On Tuesday August 13th, Equitable Bank held their Annual Charity Golf Tournament, and Portfolio+ was proud to be a sponsor at the event again this year. The charity golf tournament is dedicated to raising awareness and funds for Madison Community Services, a Toronto-based organization that has been supporting individuals with mental health challenges since 1981. As a proud golf cart

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Dianne Cupples, CEO of Portfolio+, shares her inspiring leadership journey in a recent TEC Canada Member Spotlight article. From her humble beginnings as a credit union teller to moving through various roles and positions, leading her to her current role, as Chief Executive Officer of Portfolio+. Dianne recalls being one of the few women in the room while networking in

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We are pleased to be a Sponsor at the Canadian Lenders Association’s 2023 Lenders Summit! Join us on November 1st at the MaRS Discovery District in Toronto and expand your network, form valuable partnerships, and gain insights about the latest trends and technologies in lending. This event is a great opportunity to connect with other professionals in the lending industry,

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Portfolio+ is proud to announce that the 12th annual charity golf tournament, the Portfolio+ Open, has successfully raised over $340,000 for Kids Help Phone. The event took place on September 19, 2023, at Angus Glen Golf Course in Markham. It was a great opportunity for members of the financial industry to come together for a day of networking and fun

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Transcript + Dianne Cupples: Hello. I’m Dianne Cupples, CEO of Portfolio+ and I’d like to welcome everyone to today’s  podcast episode. In our podcast series, we chat with individuals leading innovation in the Canadian financial services space, by focusing on sharing journeys, thoughts, approaches and learnings. Our community of banks, credit unions, challenger banks, fintechs and other financial service providersRead more

We are excited to announce that our annual charity golf tournament, the 12th annual Portfolio+ Open is being held on Tuesday, September 19, 2023. We are at the prestigious Angus Glen Golf Course in Markham again this year. As in previous years, the event is in support of Kids Help Phone with all proceeds going directly to the charity. Registration

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We’re excited to announce that we’re back as a Platinum Partner at this year’s Open Banking Expo Canada conference. The annual event which brings together industry innovators, disruptors and visionaries to help drive the adoption of Open Banking, Open Finance, and beyond is being held on June 15, 2023 at the Metro Toronto Convention Centre. Portfolio+ is pleased to be

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