What is Portfolio Plus?
Portfolio+ is a fully Canadian-built financial technology platform that helps banks, credit unions, and alternative lenders modernize their operations, accelerate product launches, and stay compliant. With powerful APIs, open banking capabilities, and flexible deployment options—including on-premise, hybrid, and cloud, Portfolio+ supports digital transformation across core banking, lending, payments, and more. Whether you're looking to streamline legacy systems or build future-ready financial services, Portfolio+ gives you the tools to move forward with confidence.
Company Details
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Get AssistancePortfolio Plus Ratings
Real user data aggregated to summarize the product performance and customer experience.
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
96 Likeliness to Recommend
100 Plan to Renew
85 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+93 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Portfolio Plus?
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Enables Productivity
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Anti Money Laundering
Asset Liability Management
Market Risk Management
Transaction Monitoring
Stress Tests
Regulatory Compliance and Audit
Policy Management
Cheque Management
Credit Risk Management
Fraud Management
Analytics and Reporting
Vendor Capability Ratings
Ease of Implementation
Ease of IT Administration
Vendor Support
Availability and Quality of Training
Ease of Customization
Usability and Intuitiveness
Product Strategy and Rate of Improvement
Business Value Created
Breadth of Features
Ease of Data Integration
Quality of Features
Portfolio Plus Reviews
Mohd A.
- Role: Information Technology
- Industry: Banking
- Involvement: IT Development, Integration, and Administration
Submitted Apr 2025
Simple and Solid, but could be more faster
Likeliness to Recommend
What differentiates Portfolio Plus from other similar products?
Portfolio Plus kinda stands out cause it is super flexible and easy to use, compared to other tools that feel too complex or outdated. It give you to manage stuff your way, without all the extra clutter.
What is your favorite aspect of this product?
I think my favorite thing about it is how simple it is to use. Like, you do not gotta click around a lot to get stuff done, everything just kind a there where you expect it.
What do you dislike most about this product?
To be honest, sometimes it lag a bit or like, takes to long to load some things. It get kind a annoying when you are in a hurry.
What recommendations would you give to someone considering this product?
I would say, if you are looking for something easy to use and not to complicated, go for it. But maybe keep in mind that it might not be the fastest sometimes. If you do not mind waiting a bit here and there, then it is solid.
Pros
- Performance Enhancing
- Enables Productivity
- Unique Features
- Effective Service
Olaoluwa O.
- Role: Finance
- Industry: Finance
- Involvement: Business Leader or Manager
Submitted Nov 2025
Integrated Portfolio Management
Likeliness to Recommend
What differentiates Portfolio Plus from other similar products?
Portfolio Plus stands out for its integrated suite of modules that cover portfolio management
What is your favorite aspect of this product?
The best thing about Portfolio Plus is that it is integrated with other modules. This will enable one to manage their portfolio tracking, compliance reporting, and investment analytics under a single platform. The integration will minimize manual processes, enhance accuracy and give both the business and the IT teams a single source of truth. The dashboards are user-friendly with the reporting features being quite robust and therefore, tracking performance and regulatory adherence is much simpler without having to switch several tools.
What do you dislike most about this product?
What I hate most about this is the fact that some modules are not always easily customized and configured to meet given workflow without the help of an IT expert. The platform itself is strong and has a high number of features, but certain high-level settings, reporting features, and alert settings are not fully understandable by the end user. This occasionally makes it slower to adopt by new members of the team, and may need extra internal training, or vendor support, to use all the capabilities.
What recommendations would you give to someone considering this product?
To anyone thinking of Portfolio Plus, I would highly suggest that one should think about the decision carefully and have a clear picture of what is needed in his or her organization. This is a platform that is very powerful and highly integrated; it has a large variety of modules, which include portfolio management, compliance reporting, investment analytics, and operational workflows. In order to capitalize on it, you must first establish the modules and features that are more important to your business. This will make sure that the system is set up right and helps in supporting the processes that your team is dependent on.
Pros
- Continually Improving Product
- Reliable
- Enables Productivity
- Trustworthy
Cons
- Commodity Features
- Less Efficient Service
- Vendor's Interest First
Koya O.
- Role: C-Level
- Industry: Finance
- Involvement: IT Leader or Manager
Submitted Jun 2025
Likeliness to Recommend
Pros
- Continually Improving Product
- Performance Enhancing
- Enables Productivity
- Trustworthy
