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Portfolio+

Portfolio Plus

Composite Score

8.2 /10

CX Score

8.3 /10

10 Reviews Write a Review

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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Portfolio 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

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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?

10% Negative

0% Neutral

90% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Feature Ratings

Average 84

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

Average 84

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

PRIYANSHU K.

Role: Information Technology
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Apr 2025

Powerful and flexible core banking platform—great

Likeliness to Recommend

10 /10

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

Mayowa O.

Role: Finance
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Feb 2025

"Portfolio Plus: A Comprehensive and Customizable

Likeliness to Recommend

10 /10

What differentiates Portfolio Plus from other similar products?

Portfolio Plus offers a unique combination of open banking, core banking, customization, and investment approaches that differentiate it from other similar products.

What is your favorite aspect of this product?

I'm impressed by Portfolio Plus's ability to offer a highly customizable core banking and lending software solution. This flexibility allows financial institutions to tailor the software to their specific needs, which can lead to increased efficiency, productivity, and customer satisfaction.

What do you dislike most about this product?

One potential drawback of Portfolio Plus is the complexity of its implementation process. As a comprehensive core banking solution, it requires significant setup, configuration, and customization, which can be time-consuming and resource-intensive. This may pose a challenge for smaller financial institutions or those with limited IT resources.

What recommendations would you give to someone considering this product?

When considering Portfolio Plus, carefully evaluate your institution's needs, implementation requirements, scalability, integration, costs, and vendor reputation to ensure it's the right fit.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Latest Research

Portfolio Plus

What is Portfolio Plus?

Company Details

Need Assistance?

Portfolio Plus Ratings

96 Likeliness to Recommend

100 Plan to Renew

85 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Portfolio Plus?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Anti Money Laundering Includes suspicious behavior identification, currency transaction reporting, case management and customer due diligence checks.

Asset Liability Management Includes interest rate risk, liquidity risk, and funding and capital management.

Market Risk Management Includes equity risk, currency risk, and commodity risk.

Transaction Monitoring Includes Know Your Customer (KYC), cash deposits and withdrawals, wire transfers, and ACH activity management.

Stress Tests Includes crisis simulations, scenario generation, and scenario analysis.

Regulatory Compliance and Audit Ability to adhere to laws, regulations, guidelines, and specifications relevant to the business. Ability to store documents and trails for audit access.

Policy Management Solution centralizes policies, standards, and procedures mapped to regulations or best-practices (PCI-DSS, ISO/IEC, HIPAA, etc.) with built-in templates.

Cheque Management Includes cheque printing, cheque tracking, cheque payment processing, and cheque verification.

Credit Risk Management Includes credit assessment, credit scoring, and credit risk analysis.

Fraud Management Includes identity theft protection, fraud alerts, payer authentication, and fraud investigations.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Portfolio Plus Reviews

PRIYANSHU K.

Powerful and flexible core banking platform—great

Likeliness to Recommend

Pros

Mayowa O.

"Portfolio Plus: A Comprehensive and Customizable

Likeliness to Recommend

Pros

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Title

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