Be part of a rich open banking partner ecosystem

Your financial services enterprise needs to match the agility of fintech enterprises offering customer-oriented financial services to cultivate customer loyalty and grow wallet share.

Portfolio+ creates an open banking ecosystem and facilitates adoption by banks, payment and card service providers, trust and insurance companies, credit unions, term deposit systems, mortgage companies, and investment banks. We provide APIs for introducing a marketplace of third-party services. Portfolio+ Consumer Directed Banking platform enables our partners to offer data-driven financial services while enhancing internal control measures.

Download feature sheet
Rich-Ecosystem Graphic
Functionality graphic

Portfolio+ functionality for open banking partners

Debt collection

Business intelligence

Loan and mortgage arrears management

Marketing campaign strategy

Credit risk analytics

Payment and card services

Web application management

Data privacy and security

Portfolio+ open banking use cases

  • Multi-account money transfer
  • Spend and cashflow management
  • On-demand foreign exchange services
  • Credit card, loan and overdraft advisory services
  • Automated transfer into savings and investment accounts
  • Comprehensive view of accounts, including credit cards and savings
Use-Cases graphic

Portfolio+ Interface Partners

central 1
member direct
first canadian title
ccr logo
metro 2 logo
fnf canada
telpay logo
Fundserv Inc
chequelink logo
transunion logo
genworth logo

Open Banking Resources

What is a Term Deposit?

Table of Contents Safe and Simple Investing with Term ...

Read more

What Are Nominee Name GICs and How Are They Different than Client Name GICs?

What Are Nominee Name GICs and How Are They Different than ...

Read more

Comments are closed.