Tag: Announcement

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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