Portfolio+ provides a range of plug-in modules for core credit union operations – deposits, lending, card management, accounting, and marketing. Our master database streamlines real-time customer/member and transaction data management, including loan and deposit information. Our solution minimizes delinquency across credit products by identifying high-risk members and detecting delinquent credit cards, mortgages and unsecured loan accounts promptly.

Our member-oriented processes and automated workflows boost enterprise productivity and efficiency while reducing administrative overheads. Our digital tools and recommendation engine optimize sales and marketing resource utilization through effective cross-selling and targeted campaigns. Significantly, cost savings can be routed to members as dividends.

Our data-driven approach helps credit unions better understand and address the requirements of diverse members through credit union management software. Moreover, the elimination/reduction of human intervention in credit lifecycle management, savings and deposits processing, new account opening, accounting, auditing, marketing, and reporting ensures data integrity and trustworthiness, which is imperative for business growth.