News
Donna Galloway Speaks at Open Banking Expo
On November 17, 2022, 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,
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
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
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 day
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
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
Portfolio+ Joins the Open Banking Initiative Canada (OBIC)
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
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
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