What is Portfolio Plus?
Portfolio+ is your partner for consumer directed banking platform 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.
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.
92 Likeliness to Recommend
100 Plan to Renew
87 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.
+91 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
- Reliable
- Trustworthy
- Caring
- Saves Time
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
Stress Tests
Transaction Monitoring
Policy Management
Market Risk Management
Asset Liability Management
Credit Risk Management
Fraud Management
Cheque Management
Regulatory Compliance and Audit
Analytics and Reporting
Vendor Capability Ratings
Availability and Quality of Training
Ease of Implementation
Ease of IT Administration
Vendor Support
Product Strategy and Rate of Improvement
Breadth of Features
Business Value Created
Quality of Features
Ease of Data Integration
Usability and Intuitiveness
Ease of Customization
Portfolio Plus Reviews
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
PRIYANSHU K.
- Role: Information Technology
- Industry: Banking
- Involvement: IT Development, Integration, and Administration
Submitted Apr 2025
Powerful and flexible core banking platform—great
Likeliness to Recommend
What differentiates Portfolio Plus from other similar products?
modular, API-driven architecture .
What is your favorite aspect of this product?
API-first, modular desigN.
What do you dislike most about this product?
complexity can pose challenges
What recommendations would you give to someone considering this product?
ensure your team has strong technical expertise
Pros
- Performance Enhancing
- Fair
- Client's Interest First
- Appreciates Incumbent Status
