Move faster with the right retail banking products. Go to market with accounts for chequing, savings, lines of credit, online banking, ATM and POS access, and more. All with your unique configuration or fee structure. Or maybe you need a scaled down version to start. We understand. We deal with both startups and established institutions. And everything in between. Tell us what you need to get started. And then tell us how you'd like to grow. We'll offer our recommendations to get you to your destination faster.
Portfolio Plus supports both traditional retail banking, using branches and tellers, and virtual banking. It's your choice. Ask us why Canada's most profitable virtual bank uses Portfolio Plus.
If you want to offer sophisticated customers an alternative to monthly or bi-weekly mortgages, you can offer an all-in-one retail credit account that allows them to pay down their debt quickly or access the equity in their house, at competitive rates.
Start with the functionality you need today to succeed with your chosen market approach. Once you've conquered your chosen niche, then you can offer more products by adding functionality to Portfolio Plus with investments, term deposits, and lending.
Portfolio+ Retail Banking software relies on a sophisticated architecture that can integrate with ATMs, POS, and other 3rd party systems that are required to deliver the full retail banking customer experience.
With the Plug-In Banking architecture of Portfolio Plus, you can interface using the following technology:
Real Time Processing
Overnight Batch Processing
Cheque Link allows you to print blank cheques for your customers on demand, using custom paper stock.
The Portfolio Plus Retail Banking Software module includes full audit and security controls, including the following features:
Tax & Regulatory Reports