News

14
Feb

Portfolio+ Launches Cloud-First Consumer-Directed Finance Ecosystem in Canada

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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28
Oct

Portfolio+ Joins the Open Banking Initiative Canada (OBIC)

TORONTO, Ontario — October 25, 2021 Portfolio+ Inc. (Portfolio+) is pleased to announce that it has joined the Open Banking Initiative Canada (OBIC) to contribute to the development of a consumer-directed finance framework in Canada that will encourage innovation in the marketplace and put Canadian consumers in control of their banking and financial data. “By joining the Open Banking Initiative
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22
Feb

Concentra Trust Launches RDSPs to Expand Long-Term Savings Options for Canadians Living with Disabilities

  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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7
Jan

Volaris Group Appoints Dianne Cupples as CEO of Portfolio+

Dianne Cupples will be Portfolio+ Incorporated new CEO Ateet Patel, Managing Director at Volaris Group, an operating group within Constellation Software Inc., has announced that Dianne Cupples, formerly Portfolio+ Inc. Chief Operating Officer, will assume the role of Chief Executive Officer effective immediately. “I am honoured to have been selected as Portfolio+’s next CEO. It is a privilege to be

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1
Dec

Equitable Bank Launches New US Dollar GICs on Portfolio+

  Portfolio+ Incorporated (Portfolio+ Inc.) is pleased to announce that Equitable Bank is now offering US currency guaranteed investment certificates (GIC) in Canada, a move that expands on the Canadian challenger bank’s existing line-up of GIC investment options and leverages the latest updates to the Portfolio+ banking platform. Equitable Bank’s US dollar nominee GICs are available starting today and provide

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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

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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

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6
Oct

API Updates Are Coming Soon for Portfolio+

Portfolio+ Inc. is pleased to announce that API updates are coming soon for the +Open Banking Platform. The +Terms and +Investments API updates will be released as they become available starting October 27. Corresponding with the Portfolio+ 18.0 major release date, these API sets are an important addition to the platform’s growing API offering, supporting the company’s focus on expanding

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6
Oct

The Next Major Release of Portfolio+ Will be Available on October 27

The next major release of Portfolio+ will be available on October 27! Portfolio+ 18.0 will include a number of new features, bug fixes, and enhancements all designed to improve business processes and overall user experience. Release notes for Portfolio+ 18.0 will be available on October 20. As always, Portfolio+ customers are encouraged to use the release notes as a guide

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27
Mar

Portfolio+ 17.3 Is Now Available

TORONTO, Ontario — March 27, 2020 Portfolio+ 17.3 is now available! The latest update includes new features, bug fixes, and enhancements designed to improve business processes and overall user experience. The 17.3 release notes are available on Advantage. As always, Portfolio+ customers are encouraged to use the release notes as a guide to prepare for regression and user acceptance testing.

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