Portfolio+

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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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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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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  In early 2022, Portfolio+’s CEO, Dianne Cupples, signed the CEO Pledge which is a call to action from Microsoft and Computers for Success Canada (CFSC). The program encourages Canadian CEOs to help bridge the digital divides for underserved communities by committing their organization’s used devices to the Government of Canada’s Computers for Schools Plus (CFS+) program. Since 1993, the

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What Are the 5 Best GIC Software Features for Banks and Financial Institutions? Banks and financial institutions know that the right GIC software is one of the most critical components of a core banking system. It not only provides a trusted foundation for creating and offering a diverse range of deposit products that appeal to a wide range of investors,

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  Portfolio+ is excited to announce the opening of their newly renovated offices. With a complete office refresh and redesign, Portfolio+ knocked down walls, eliminated ineffective space and modernized its entire office space. The new space features inspirational zones for collaboration and idea encouragement, quiet offices for when challenges or urgent tasks need to be completed, as well as a

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GIC investments are traditionally more popular among a certain type of investor, but according to recent data from the Bank of Canada, it appears that GICs and fixed-term deposits are on the rise with their popularity set to skyrocket in 2023, as more and more Canadians turn to safer investments in the face of heightened economic uncertainty.  In fact, data

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We all know the power of partnerships and how important it is to have the right partner ecosystem. Our newest podcast episode features an insightful conversation between Dianne Cupples, CEO of Portfolio+ and Bruce Duthie, Chief Risk Officer and Chief Information Officer at Peoples Group. As a partner of Portfolio+, Peoples Group provides specialty and tailored financial products and servicesRead more

In this podcast episode, we discuss what is possible in the term deposit space. This episode features Kim Muise, the Vice President of Business Development at CANNEX. CANNEX Financial Exchanges facilitates the efficient and accurate exchange of pricing and analytics for annuity and bank products between financial institutions in Canada. The main focus of this insightful podcast is to discussRead more

Portfolio+ chose the industry-recognized 360 Advanced, Inc., a licensed CPA cybersecurity and compliance firm, to perform the demanding third-party examination. Portfolio+, which leverages innovative technologies to drive an open banking ecosystem for personalized banking and financial services, announced today it has successfully completed its System and Organizational Controls (SOC) 2® Type 2 Report on controls relevant to Security, Availability and

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