OPEN BANKING

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.

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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
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Portfolio+ Interface Partners

EQUIFAX LOGO
cumis
central 1
Doxim-Logo
member direct
neocog-technologies
navera logo
first canadian title
ccr logo
metro 2 logo
fnf canada
everlink
telpay logo
Fundserv Inc
chequelink logo
transunion logo
Canada_Mortgage_and_Housing_Corporation
dh-vector-logo
Telus_logo
Canada_Deposit_Insurance_Corporation_Logo
Cannex_logo-
genworth logo

Open Banking Resources

The Different Types of GICs and Term Deposits

We’ve written about Guaranteed Investment Certificates (GICs) ...

Read more

What is Consumer-Directed Finance?

Table of Contents What’s the Difference Between ...

Read more

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