Portfolio+ PARTNER ECOSYSTEM
Connect your institution to the financial services ecosystem around it.
Turn ecosystem connections into a connected banking advantage
Extend your institution through trusted partner connections and proven pathways that support more connected services for Canada’s financial institutions.
Portfolio+ Functionality for Open Banking Ecosystem
CREDIT AND RISK DATA
Support lending, adjudication, and customer assessment workflows through credit bureau and risk-related interfaces.
LENDING AND MORTGAGE SERVICES
Connect lending operations with origination, title, and mortgage-related service providers.
DEPOSIT AND BROKER NETWORKS
Support term deposit and GIC distribution through established deposit ecosystem connections.
PAYMENTS AND CARD NETWORKS
Enable payment, debit card, ATM/POS, and related transaction workflows through established network interfaces.
Connected with trusted financial services ecosystem providers.
Portfolio+ works within a broad ecosystem of financial technology, data, payment, lending, deposit, and operational service providers. These connections help institutions extend capabilities while supporting the systems and workflows they already rely on.
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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