Portfolio+ Description

Portfolio+ is an ecosystem that connects customers and financial service providers to provide a personalized banking experience. Our platform for consumer-directed banking and robust APIs offer bespoke financial services without exposing customer data. Financial software solutions that are secure and industry-proven. We can help you grow your business in tech-savvy, hyperconnected financial institutions. Our open banking ecosystem empowers customers and monetizes financial service providers' products. Our core banking platform ensures that transactions in Canada are completed efficiently and in a timely manner. Our clients receive training and consulting services to help finance professionals capitalize on fintech.

Integrations

No Integrations at this time

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Portfolio+
Year Founded:
1988
Headquarters:
Canada
Website:
portfolioplus.com

Media

Portfolio+ Screenshot 1
Recommended Products
Bright Data - All in One Platform for Proxies and Web Scraping Icon
Bright Data - All in One Platform for Proxies and Web Scraping

Say goodbye to blocks, restrictions, and CAPTCHAs

Bright Data offers the highest quality proxies with automated session management, IP rotation, and advanced web unlocking technology. Enjoy reliable, fast performance with easy integration, a user-friendly dashboard, and enterprise-grade scaling. Powered by ethically-sourced residential IPs for seamless web scraping.
Get Started

Product Details

Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online

Portfolio+ Features and Options

Commercial Loan Software

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Loan Servicing Software

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Banking Software

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Mortgage and Loans Software

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Portfolio+ Lists

Portfolio+ User Reviews

Write a Review
  • Previous
  • Next