News

Portfolio+ is pleased to announce the launch of GIC Connect, a new solution designed to modernize nominee-name GIC processing for Canadian financial institutions. Built for the brokered deposit ecosystem, the new GIC Connect streamlines submission, validation, processing, and confirmation into a coordinated, automated workflow that helps financial institutions improve operational visibility, strengthen control, and support increased processing volumes. Read theRead more

Giving Back, Together. One Toy, One Smile, One Community Every year, our team comes together to support the Lions Club of Stouffville Toy Drive, a local initiative that ensures families in our community can experience a little extra warmth and joy during the holiday season. This year, something special happened. Our teams exceeded every expectation! With more toys and donations,Read more

Portfolio+ Announces the Promotion of Alejandra Sarmiento to Chief Operating Officer We pleased to announce the promotion of Alejandra Sarmiento to Chief Operating Officer (COO), a strategic appointment that reflects the company’s continued investment in operational excellence, customer value, and leadership development from within. Alejandra’s promotion marks an important milestone in the evolution of Portfolio+ as the company accelerates itsRead more

A recognition of innovation, collaboration, and progress in financial technology. At the 2025 OpenEdge North America Partner Awards, held during the PUG Challenge Boston and the OpenEdge World Tour, Portfolio+ was honoured with the Innovation & Advancement Award, a recognition that celebrates partners driving meaningful transformation across the OpenEdge ecosystem. This award acknowledges our team’s ongoing collaboration with Progress Software andRead more

Empowering Canadian Financial Institutions with Automated Term Deposit Processing Technology TORONTO, March 11, 2025 /CNW/ – Portfolio+, a leader in Canadian banking technology, today announced that Habib Canadian Bank has selected the company’s automated term deposit solution to launch nominee-name guaranteed investment certificates (GICs) through a network of deposit brokers, reaching Canadians nationwide. The technology will streamline deposit sales and processing, help meet

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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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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 most critical elements of a

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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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