News
12
Nov
New API Sets Are Now Available for Portfolio+ GIC and Investment Solutions
Portfolio+ Inc. is pleased to announce today that new API specifications for GICs and investments are now available. Officially announced on October 6, the new +Terms and +Investments API sets are an important addition to Portfolio+’s growing API offering, providing banks, financial institutions, and fintechs with the technology to explore investment focused Banking as a Service (BaaS) opportunities and
22
Oct
Portfolio+ Offers Laptops to Students to Support Learning During COVID-19
After recently learning that students at Monsignor Leo Cleary Catholic Elementary School in Courtice, Ontario, were in need of personal computers, Portfolio+ gathered twelve unused laptops and a set of USBs preloaded with new operating systems and donated them to the school’s grade five and six classes. “Having consistent access to laptops is essential to student learning, and this donation
24
Oct
Duo Bank of Canada Issues Its First GICs on Portfolio+
TORONTO, Ontario — October 24, 2019 Portfolio+ Incorporated (Portfolio+ Inc.) is pleased to announce that Duo Bank of Canada has already issued millions of dollars using Portfolio+ term deposit software after launching in early September. Duo Bank of Canada is Portfolio+ Inc.’s newest customer leveraging Portfolio+’s industry-proven term deposit technology to integrate with one of the country’s largest financial networks
10
Dec
MCAN Leverages Automation and Industry Integration with Portfolio Plus Term Deposit Software
TORONTO, Ontario — December 10, 2018 Portfolio+ Inc. announced today that MCAN Mortgage Corporation (MCAN) has leveraged the latest automation features in Portfolio Plus Terms to automatically retrieve and process GIC and term deposit applications. While integrating with the industry’s leading application processing and administration network, MCAN has improved its automation within its term deposit business. “MCAN has been using Portfolio
16
Mar
Portfolio+ 17.2.0 Is Now Available
TORONTO, Ontario — March 16, 2018 March 16, 2018 — It’s out now! The 17.2.0 minor release of Portfolio+ is now available to Portfolio+ customers. This minor release includes a number of new features, bug fixes, and enhancements designed to improve business processes and overall user experience. The release notes for this minor release are available through the link below. As
16
Jan
Bridgewater Bank Chooses Portfolio+ Inc. as Its Software Vendor and Joins the CANNEX Financial Network
TORONTO, Ontario — January 16, 2018 Portfolio+ Inc. announced today that Alberta-based Bridgewater Bank is now live on both Portfolio+ Term Deposit software and the CANNEX Financial Network (CFN). Through this combination of software and services, Bridgewater Bank has the ability to seamlessly distribute GIC and term deposit interest rates and product information to deposit brokers, and automate application processing and
16
Jan
Portfolio+ Inc. and Bishopstown Credit Union Meet Financial Regulatory Deadline and Connect with the Central Credit Register
DUBLIN, Ireland — January 16, 2018 Portfolio+ Inc. announced today that its client Bishopstown Credit Union is now connected with the Central Credit Register (CCR). By connecting Bishopstown Credit Union with the CCR, Portfolio+ Inc. has ensured that the Credit Union can share information on personal loans with the country’s Central Bank. This exchange of information is in accordance with the
