News

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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Portfolio+ Major Release Is Coming on March 17, 2025! Portfolio+ Inc. (Portfolio+), a leading Canadian provider of financial services systems and technologies, is pleased to announce the next major release of Portfolio+ will be available on March 17, 2025. Crafted with both API-based banking and cloud technologies in mind, Portfolio+ 19.0 is packed with over 200 targeted improvements, including over 30

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What Is Investment Management Software? Banking technology is complex. Many of the largest banks and financial institutions in North America operate on a unique collection of financial applications, legacy systems, powerful programming languages, and modern digital platforms—all carefully integrated over decades of investment in core infrastructure. Apart from retail banking software and term deposit software, it’s arguably one of the

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On Tuesday August 13th, Equitable Bank held their Annual Charity Golf Tournament, and Portfolio+ was proud to be a sponsor at the event again this year. The charity golf tournament is dedicated to raising awareness and funds for Madison Community Services, a Toronto-based organization that has been supporting individuals with mental health challenges since 1981. As a proud golf cart

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The 13th Annual Portfolio+ Open Charity Golf Event We are excited to announce that the 13th annual Portfolio+ Open charity golf event will take place on Tuesday, September 17, 2024. It will be held at the prestigious Angus Glen Golf Course in Markham, a venue known for its world-class facilities and beautiful surroundings. As in previous years, the Portfolio+ Open

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MCAN Financial Group Launches Direct-to-Client GICs Through Portfolio+’s API Integration Portfolio+ Inc. (Portfolio+), a leading Canadian provider of financial services systems and technologies, proudly announces its collaboration with MCAN Financial Group (MCAN) in launching a new direct-to-client Guaranteed Investment Certificate (GIC) channel powered by Portfolio+’s term deposit software, through its MCAN Wealth brand. The direct-to-client GICs are available today! The Portfolio+ cloud-native core banking

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Portfolio+ Empowers Equitable Bank with Cutting-Edge API Solutions to Improve the Lending Journey for Customers and Employees Portfolio+, a leader in financial technology solutions, proudly announces the successful deployment of its application programming interface (API) for for Equitable Bank’s Loan Origination System (LOS), “EQ Genesis.” The innovative digital lending API and integration provides Equitable Bank, Canada’s Challenger Bank™ and seventh

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Dianne Cupples, CEO of Portfolio+, shares her inspiring leadership journey in a recent TEC Canada Member Spotlight article. From her humble beginnings as a credit union teller to moving through various roles and positions, leading her to her current role, as Chief Executive Officer of Portfolio+. Dianne recalls being one of the few women in the room while networking in

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Join Portfolio+ at the 2024 Open Banking Expo! Portfolio+ is excited to announce its participation at the 2024 Open Banking Expo on Tuesday, June 11, 2024, at the Metro Toronto Convention Centre in downtown Toronto. Join us along with other innovators and visionaries driving the open banking movement in Canada. We look forward to connecting with attendees to explore collaboration

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Portfolio+ Minor Release Is Coming on June 21! We’re pleased to announce the next minor release of Portfolio+ will be available to current customers on June 21. Portfolio+ 18.6 is packed with 34 new updates and enhancements that reflect our ongoing commitment to helping financial institutions respond to the industry’s changing regulatory and economic environment. As part of this release,

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