Site map

About Portfolio+ Inc.

About Portfolio+ Inc.

Management Team

Industry Events

Mission Statement

Portfolio+ Inc. Gives Back

Privacy Policy

Site Map

Banking Software Products

Banking Software Products

FATCA Software

Loan Origination Software

Surveillant Anti-Money Laundering Software

Retail Banking Software

Investment Management Software

Term Deposit Software, GIC Software

Loan Software, Mortgage Software

Debt Collection Software

Collection Agency Software

Medical Debt Collection Software

Universal Gateway: Banking Software Interfaces

Web Banking: Portcullis

Agent Web for use by Agents, Brokers, and Advisors

CANNEX Interface

FundSERV Interface

Prospector: A Data Mining Tool

Office Link: Banking Document Automation

Managed Services

Accounting Software

RESP Software

RDSP Administration System Software

Stored Value Card System Software

Direct Debit (UK)

Sentinel: Banking Software Monitoring

Mortgage Backed Security Software, Mortgage Pooling Software

EMILI Interface Software CMHC Mortgage Insurance XML

Cheque Link for Portfolio Plus

Portfolio Plus Filogix Interface

Deposit Insurance Guardian


DataCloak Software

Open Banking Software


404 | Page Not Found

404 | Page Not Found



Stouffville Job Career Fair

Software Company Corporate Culture

Techical Support Analyst

Portfolio Plus Support

Portfolio Plus Support

Banking Software Documentation


Portfolio Plus User Group

User Group

Banking Software System Implementation


Infrastructure Services Group

Banking Software News

Banking Software News

Sam Ilaqua Has Passed Away

Habib Canadian Bank Acquires Software to Offer Registered Investments in Canada

Central 1 Credit Unions First to Offer B.C. Training and Education Savings Grant

Cannex Software Re-Registration

Portfolio+ Inc. Announces Chris Buck as new CEO

First Access Funding

SEPA Banking

EXIMBANK Adopts Portfolio Plus to Manage Growth

CFF Bank

CANNEX Settlement Process with Canadian Depository for Securities

Concentra Financial

Community Trust Forecaster

Infrastructure Ontario Partnership

Clearing and Depository Services Same Day Net Settlement

Neocog CRM Interface

Credit Risk Management

GICSERV Software System Interface

Central 1 Credit Union RDSP RESP Administration

Asset Liability Matching Forecasting

Anti Money Laundering


Mortgage Origination Software Announcement

CANNEX Settlement Process with Canadian Depository for Securities

Portfolio Plus Mobile to be Released to All Portfolio Plus Portcullis Customers

GICSERV to be Released

Portfolio Plus 2013


Portfolio+ Inc. Announces Dedicated Credit Union Support

PACE, Peoples, ETCU

Effort Trust Goes Live

Client Name GIC Automation



Marathon Mortgage

Portfolio+ Inc. Agrees to be Part of RDSP Advisory Committee

Portfolio+ Inc. Releases Version 2012 of Portfolio Plus Banking Software

Rob Leeming Gets Inducted into the Canadian Mortgage Hall of Fame

Stouffville Company Hires 37 Employees to Meet Demand for its Banking Software

Scotiabank Selects Portfolio Plus to Modernize

CDIC Fast Insurance Determination Solution

Royal Bank

Equty Financial Trust Company Chooses SIT

Effort Trust Chooses Portfolio Plus


Portfolio Plus 2011 is Released

CRM Canada Electronic XML Interface

CANNEX Client Name Re-Registration

Everlink Chip Card and EMV Certification and CUETS Certification

Debit Card Velocity Monitoring

Banking Award

CSRS Interface Software

Deposit Brokers in Canada


Canadian Tire Upgrades to Portfolio Plus 2010

Home Equity HomEquity Bank Goes Live

Home Equity Bank (Homequity Bank HOMEQ Corporation)

Xceed Chooses Portfolio Plus for Term Deposits

Peer to Peer Lending Banking Canada

Portfolio Plus 2010

Ireland Credit Union Debit Cards

CHIP Canadian Home Income Plan

PCI Payment Card Association

RBC Selects Portfolio Plus

Canadian Tire GICs and Term Deposits

Open Banking Interface

E-Services Credit Union, EServices Credit Union

PACE Credit Union Software Upgrade

Canadian Tire Financial Services Software

Equitable Trust Upgrades to Portfolio Plus 2008

TFSA - Tax Free Savings Account Software System

Loan Partner Servicing Software

Stouffville Software Technology Company Credits Location

Bishopstown Credit Union

Yukon Housing Upgrades to Portfolio Plus 2008

Threshold Interface ATM Certification PACE

North York Community Credit Union

Direct Cash

Government Business Development Loan Software

Ovation Software Conversion Credit Union

General Bank Software

CIBC Software

State Bank of India Goes Live with Portfolio Plus 2007

Portfolio Plus 2008 Released

Grand River Credit Union and Mitchell and District Credit Union

State Bank of India

ING Canada

ING Canada Investment

Korea Exchange Bank of Canada

Community Trust

CUCO - Credit Union Central of Ontario

Mitchell and District Credit Union Chooses Portfolio Plus

MCAP Inc Goes Live

Manulife Financial Goes Live

General Bank Goes Live Announcement

MCAP Inc Chooses Portfolio Plus

PACE Credit Union and Office Link

Version 11 of Portfolio Plus

Grand River Chooses Portfolio Plus for Growth

General Bank Chooses Portfolio Plus

Portfolio Plus adds Leasing Component

Agricultural Development Bank Moving to Portfolio Plus

Equitable Trust - Here We Grow Again

Peoples Trust Goes Live With Portfolio Plus Platform

Customer Testimonial: Portcullis, Online Banking

Specsavers Opticians is Growing

Another Successful Portfolio Plus Client

Instant Credit Check Via XML Messaging

Manulife Financial Goes Live

Specsavers Optical Group Goes Live

Portfolio Plus 2007

CANNEX Initiatives

Major Release Announcement

Office Link Certified

Minor Release Availability

May Regulatory Update

Effort Trust Joins the CANNEX Network

17.1.0 Release Notes Are Available

17.1.1 Hotfix Now Available

Bridewater Bank Joins CANNEX

Bishopstown Credit Union Live With Central Credit Register

Portfolio Plus 17.2.0 Minor Release Availability

Portfolio Plus 17.1.2 Hotfix

Portfolio Plus 17.2.0 Release Notes

Porfolio Plus 17.2.0 Is Now Available

Portfolio Plus 17.2.2 Release Notes

Portfolio Plus 17.2.4 Release Notes

Portfolio Plus 17.2.5 Release Notes

Portfolio+ 17.3 Release Notes

Introducing the New Portfolio Plus

MCAN Leverages Portfolio Plus Term Deposit Automation

Duo Bank of Canada Issues Its First GICs on Portfolio+

Thank You

Thank You


Thank You Corporate Profile Download Conversion Page

Thank You Corporate Profile Download Conversion Page

Portfolio+ Inc. Partners

Portfolio+ Inc. Partners




Loan Mortgage Arrears Management Software XRS

Progress Software






Bank in a Box

FundSERV Interface Software

Banking Software

Credit Union Software

Trust Company Software

Starting a Financial Institution in Canada

OSFI Approval Process for a Bank or Trust Company

Government Loan and Development Subsidy Software

Core Banking Software

Threshold Switch Interface Banking Credit Union

Virtual Banking Software, Virtual Banking System

Irish Credit Union Software for Ireland Based Credit Unions

Nominee Term Deposits

CDIC Stratification

CDIC Fast Insurance Determination Project

Customer Success

Customer Success


HomEquity Bank

PACE Savings and Credit Union

Bishopstown Credit Union

General Bank