Portfolio+ is your partner for consumer-directed banking platforms and robust APIs for the financial services industry. We proudly serve Canadian banks to optimize their financial products. Our secure and industry-proven financial software solutions help drive your businesses to become tech-savvy and hyper-connected. Our Portfolio+ consumer-directed banking ecosystem incorporates standardized API messages, boosts financial services, and enhances the customer's experience by providing quality services. Our API-backed infrastructure enables a seamless transition to an open banking system. Our digital framework allows consumers and businesses to authorize access to their bank accounts for select third-party financial services.

Portfolio+ envisions an open banking ecosystem for data-driven, personalized banking, and financial services. We leverage advanced fintech, a secure API, and a proven core banking platform to drive an open banking movement.

Portfolio+ has organized the annual Deposit Industry Charity Event (Dice) since 2010. The event, called Portfolio+ Open, has raised over C$ 249,000 to support Kids Help Phone, an organization that provides professional counselling and support services for young people across Canada.

On September 24, 2020, Portfolio+ Open celebrates its 10th anniversary. It brings together professionals from Canada’s financial services for a day of golf and professional networking while raising funds for Kids Help Phone to help them.

Portfolio+ is managed by a team of experienced financial services and technology leaders.