Effort Trust Chooses Portfolio Plus

Effort Trust Chooses Portfolio Plus

Toronto, ON, Canada – December 21, 2010. Portfolio+ Inc. is pleased to announce that Effort Trust has chosen Portfolio Plus banking software platform to position itself for future growth and increased customer satisfaction.

"We chose Portfolio Plus banking software platform after considerable research into the vendors in the Canadian banking software market," said Eric Weisz, Managing Director of Effort Trust in Toronto. "We discovered that Portfolio+’s strengths, like its ability to support all areas of banking, will support the type of business growth and customer satisfaction we want to achieve." Portfolio Plus banking software platform enables trust companies and other financial institutions to implement their own flavour of banking to capture a market advantage and then grow that advantage over time, with new products and services as needed.

"Effort Trust has built a strong business over the last 32 years and we’re excited to be a part of their future growth plans," said G. Robert Leeming, President of Portfolio+ Inc. "With the right teamwork and planning, I know we can help Effort Trust realize their strategic goals for both growth and customer satisfaction."

About Effort Trust

Founded in 1978, Effort Trust is a financial intermediary that focuses on matching retail deposits with residential and commercial mortgages. Effort Trust also provides a full range of real estate property services including property management, leasing and real estate sales.

Effort Trust serves a wide range of clientele from the small investor seeking the best rate of return on a term deposit to a large corporation refinancing a multi-million dollar commercial property.

Investment products and services include: Guaranteed Investment Certificates, Short Term Deposits, Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Self-Directed RRSPs and RRIFs, Daily Interest Chequing/Savings Accounts, Agency Services and Financial Planning.

Mortgage services include a full range of residential, multi-family and commercial mortgage financing packages, for both new and existing properties, including permanent, as well as interim and take out project financing for builders and developers. First conventional mortgage loans, for amounts up to 75% of the property value are available along with high ratio mortgage loans, including CMHC mortgage loans, for amounts up to 95% of the property value. Effort Trust also provides custom financing packages to meet individual mortgage needs.

Contact information for Effort Trust:

Hamilton Office: 905-528-8956

Toronto Office: 416-924-4680

Website: http://www.efforttrust.com

About Portfolio+ Inc.

Portfolio+ Inc. connects financial institutions with customers and partners using innovative technologies. Its software solutions and open banking technology are used by financial institutions in Canada, Ireland, and the UK. With its powerful +Open Banking Platform and fully documented APIs, Portfolio+ has the power to connect banks, credit unions, and financial institutions with an evolving ecosystem of financial services technology that is putting everyday customers in control of their financial data.

Located in the Greater Toronto Area (GTA), Portfolio+ is used by 6 of the 7 largest financial institutions in Canada and is a part of Volaris Group Inc.


Questions?    We have answers.

Contact us