Portfolio+
Portfolio+ revolutionizes banking for Canadian financial institutions by leveraging API-driven, cloud-based technology. It automates deposit growth, streamlines mortgage processes, and facilitates registered investment plans, all while ensuring regulatory compliance. This platform fosters personalized banking experiences and empowers institutions with essential training and consulting services to thrive in the fintech landscape.
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Top Portfolio+ Features
- API-driven cloud technology
- Regulatory compliance automation
- Streamlined mortgage processing
- Deposit growth automation
- Bespoke financial services
- Open banking ecosystem
- Secure transaction efficiency
- Training for finance professionals
- Consulting services for fintech
- Core banking platform integration
- Omnichannel banking solutions
- Support for credit unions
- Integration with digital wallets
- Services for neo banks
- Alternative lending support
- Trust company solutions
- Non-financial services compatibility
- Customizable banking experiences
- Robust API offerings
- 30+ years industry expertise
