Portfolio+

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

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Boosting Member Loyalty with Term Deposits: A Guide for Canadian Credit Unions Why Term Deposits Matter More Than Ever for Credit Unions In today’s increasingly competitive Canadian financial landscape, credit unions are seeking reliable ways to deepen relationships with members while strengthening their deposit base. One strategy often overlooked? Credit union term deposits. Term deposits, including Guaranteed Investment Certificates (GICs),

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Why Canadian Credit Unions Are Moving to Cloud-Based Core Banking Systems The Quiet Revolution in Canadian Credit Union Technology As Canadian credit unions face increasing competition from digital-first banks and rising member expectations, credit unions are accelerating their move to cloud-based core banking software. While Canada’s “Big Five” banks traditionally dominate the headlines, credit unions have quietly embarked on their

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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 opportunitiesRead more

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 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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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 overall operations. That’s why having

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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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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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