News

17
Oct

Check out our Chief Technology Officer at Open Banking Expo

  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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21
Sep

Dianne Cupples Speaks at OFNC Event

On September 20, 2022, our CEO, Dianne Cupples was part of a panel discussion for Open Finance Network Canada’s (OFNC) first in-person event in downtown Toronto. The topic was about the importance of open finance to small and medium-sized enterprises. Panelists included with Stephen Hogg from Mastercard, Michelle Beyo from Finavator and Cindy Zhang from Borden Ladner Gervais LLP. Thanks

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19
Sep

Portfolio+ Open 2022 – Another Success!

  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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12
Jun

Portfolio+ a Platinum Partner of Open Banking Expo

  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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14
Feb

Portfolio+ Launches Cloud-First Open Banking Finance Ecosystem in Canada

Portfolio+ Inc. (Portfolio+) unveiled a robust cloud platform to help neo banks and fintech enterprises pivot to open banking 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

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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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