News

  In early 2022, Portfolio+’s CEO, Dianne Cupples, signed the CEO Pledge which is a call to action from Microsoft and Computers for Success Canada (CFSC). The program encourages Canadian CEOs to help bridge the digital divides for underserved communities by committing their organization’s used devices to the Government of Canada’s Computers for Schools Plus (CFS+) program. Since 1993, the

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  Portfolio+ is excited to announce the opening of their newly renovated offices. With a complete office refresh and redesign, Portfolio+ knocked down walls, eliminated ineffective space and modernized its entire office space. The new space features inspirational zones for collaboration and idea encouragement, quiet offices for when challenges or urgent tasks need to be completed, as well as a

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  Portfolio+ is thrilled to announce that Donna Galloway, Vice President of Marketing, has joined Open Finance Network of Canada (OFNC) as a Board Member. With over twenty-five years of experience in the financial services industry, Donna has extensive experience in strategic planning, product marketing, digital marketing, finances, pre-sales, product design and management across all phases of growth. Over the

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  On November 17, 2023, Portfolio+ was a Platinum Partner at the Open Banking Expo Canada Conference. Portfolio+ had the opportunity to participate in two speaking engagements at the conference. Portfolio+’s VP of Marketing, Donna Galloway, was part of a Powerhouse Debate entitled, “Cost of Living Crisis , Open Banking and the Desired Impact.” Panelists included Andrew Graham from Borrowell,

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  Portfolio+ is pleased to share that our Chief Technology Officer, Steven Thomas will be participating in a Powerhouse Debate Panel at this year’s Open Banking Expo conference. The event is being held on November 17, 2022 at the Vantages Venues in downtown Toronto. Steven’s panel topic entitled “Is Read Access Enough to say we Have Open Banking?” will be

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  Portfolio+ is excited to announce that the 11th annual charity golf tournament, the Portfolio+ Open has now raised over $310,000 for Kids Help Phone. This year’s event was held on Tuesday, September 13, 2022 at the prestigious Angus Glen Golf Course in Markham. Each year, the event is an opportunity for the Financial Industry to get together for a

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  Portfolio+ is pleased to announce that it is a Platinum Partner at this year’s Open Banking Expo Canada conference. The conference is being held on November 17, 2022 in downtown Toronto and Portfolio+ is excited to be part of it. Open Banking Expo is a global community of Open Banking and Open Finance Executives responsible for digital transformation across

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Portfolio+ Inc. (Portfolio+) unveiled a robust cloud platform to help neo banks and fintech enterprises pivot to consumer-directed finance in Canada. The foundational platform also serves as a catalyst to transform traditional banks and financial services firms into cloud-first enterprises capable of introducing innovative financial products and services. “The launch of our advanced cloud platform provides the Canadian financial services industry

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  Concentra Trust (Concentra) launched Registered Disability Savings Plans (RDSPs) today, making the Canada-wide registered matched savings program available to Concentra’s network of credit unions and the communities they serve across Canada. The RDSPs are the latest addition to the Saskatchewan-based financial institution’s trust and personal investing solutions for credit unions. “Registered Disability Savings Plans are important investment vehicles for

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