Portfolio+ Description

Become a part of Portfolio+, a platform designed to link clients with financial service providers for a tailored banking journey. Our consumer-focused banking interface, combined with powerful APIs, delivers customized financial solutions while ensuring the utmost protection of client information. We offer secure and proven financial software solutions that foster business growth for technologically advanced, interconnected financial institutions. By utilizing our open banking platform, we not only empower consumers but also create revenue opportunities for financial service providers. Our core banking system guarantees seamless transaction efficiency throughout the Canadian banking landscape. Additionally, we provide essential training and consultancy services to help finance professionals leverage the advantages of fintech. With over 30 years of experience, Portfolio+ is leading the charge in the open banking revolution in Canada, continuously creating cutting-edge financial products and services through a dedicated team of finance and technology experts. Join us in shaping the future of banking, where innovation meets customer-centric solutions.

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Company Details

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

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Portfolio+ Features and Options

Investment Management Software

Bonds / Stocks
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Data Import / Export
For Investment Advisors
For Investors & Traders
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Loan Servicing Software

Auto Loans
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