About Us

Founded in 1988, and with a passion for leveraging technology to drive change, Portfolio+ provides financial services software for banks, credit unions, and financial services providers.

Portfolio+ is an +Open Banking platform that includes software applications for loans, mortgages, term deposits, retail banking, and more. With secure, industry-proven solutions powering some of Canada’s largest banks, Portfolio+ helps drive business for tech-savvy, hyper-connected financial institutions.

We help our customers create their success stories by providing the most efficient software needed for optimal performance. We have assisted in many of our clients’ great successes. Some of these have included creating disruptive change by reducing Manulife One’s origination process from days to as little as twenty minutes, and driving Bishopstown Credit Union’s breakthrough as the first credit union in Ireland with a debit card compatible with 26 million locations worldwide.

To find out more about Portfolio+ and our financial services software, including our Term Deposit solution, please visit our website.