Tag: 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

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