Tag: Announcement

Portfolio+ is proud to announce the appointment of Dianne Cupples as Group Leader at Vencora, our parent company, where she will expand her leadership across its portfolio of software businesses. We are incredibly grateful for Dianne’s leadership, vision, and lasting contributions to Portfolio+. Her commitment to developing talent, empowering women in leadership, and building strong teams has made a meaningful

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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

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

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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