If you have a novel marketing approach for a regulated or non-regulated investment product, you've come to the right place. Our investment software has managed the most sophisticated Canadian regulated investments, such as RRIFs, RESPs, RDSPs, RRSPs, and TFSAs. Our software has also managed self-directed mortgages, complex loan investment schemes, and more. If you have something innovative in mind, or need to handle large volumes, we'd love to hear from you.
We were early to market with investment software to manage highly regulated products like the Registered Education Savings Plan (RESP) and the Registered Disability Savings Plan (RDSP). Work with a vendor that isn't afraid to get out in front and lead.
If you want to retain and grow your investment customers, you need to offer them an attractive set of investment products. We can provide you with those products. Within each investment plan, depending on local jurisdictions, you can offer your customers the ability to grow their hard earned capital with partner-mortgages, self-directed mortgages, stocks, bonds, mutual funds, cash, and deposits.
When a family wants to take action on their investments you need to be ready or they'll simply go somewhere else. You'll also need to offer more than investments. If it's a sophisticated investor you'll need a mix of loans, self-directed mortgages, lines of credit, term deposits, and more. Portfolio+ has those products.
Portfolio+ Inc. provides customers with tax updates based on regulatory changes. These updates are generally offered on a yearly basis. But there are exceptions. Sometimes governments change their mind and we need to offer those updates as required. In any case, we deploy most tax updates on our Advantage website, a secure portal for customers only.
More often than not, governments are requiring that financial instutions submit their tax information electronically. Portfolio+ can manage the creation of the data you need to submit.
Our investments software is based on a customer-focused design that lets you offer registered and non-registered investment products. And every product a customer owns, including RRSPs, RRIFs, and TFSAs, is tracked in a single Customer Information File (CIF).
The Investments module automatically calculates withholding taxes for you, while giving you the ability to override these during payment processing.
The Portfolio+ Investment module accommodates feeds from numerous industry feeds, including these:
If you have sophisticated infrastructure with legacy systems that cannot be supplanted, you can meet your need with a combination of the Investment XML feature of the Investments module and enterprise middleware from these vendors:
All of the Portfolio+ modules work seamlessly together, independently, and with third parties. This means you don't have to purchase the entire system at once. Purchase what you need, when you need it. Integrating a complete core banking system would require the following Portfolio+ modules: