Portfolio+ Support

Our support team is always available.

Our regular support hours are 9-5 Eastern Standard Time. However, if there's an emergency after hours you always have someone to call.

24 x 7 support for Portfolio+.

9-5 (EST) support.

If you require support for Portfolio+ during our regular business hours (9-5 EST), please call 905-640-0808 x 318 or send an email to customersupport@portfolioplus.com

After hours emergency support.

If you encounter an emergency support issue after our regular business hours, please call 416-201-5231 to be connected to our after-hours emergency call centre to initiate a support request.

Support services to improve your performance.

Business process review.

Encountering productivity or performance challenges? Not sure if you're making the best use of Portfolio+? You should talk to your Relationship Manager about having Portfolio+ Inc. conduct a Business Process Review. In our experience the Business Process Review has been very successful in uncovering inefficient use of Portfolio+ while also providing Portfolio+ Inc. with insight on potential improvements we can make in upcoming versions. Don't put up with productivity roadblocks. Give your Relationship Manager a call today.

After a customer initiates a Business Process Review, Portfolio+ Inc. conducts an interview over the phone to determine what areas of the system have become a challenge. Once this is complete, one (or more) of Portfolio+ Inc.'s Business Consultants will visit your location to conduct their investigation with your team.

At the end of this investigation, Portfolio+ Inc. will conduct a debrief with you over the phone (or in person) and provide written recommendations or suggestions for improvements when using Portfolio+. Any findings from this investigation will also be used as a factor for influencing the development of future Portfolio+ enhancements.

To get started give your Relationship Manager a call or talk to your Business Consultant.


Have you experienced staff turnover? Are you finding it difficult to train new employees? Is a particular process causing a large number of user errors? Existing customers have benefited from both refresher training and new employee training. Portfolio+ Inc. can tailor a training session based on your requirements (e.g. Loan Origination, Tax Processing, Estate Processing, etc.). Our training facilities can accommodate groups of 5 to 6 users and training includes hands-on practice time in a Portfolio+ banking software environment.

Speak to a Business Consultant or your Relationship Manager to begin a discussion about your training needs.

Product release installations.

If you're having difficulties deploying a product release or software update, Portfolio+ Inc. can help. We can provide you with a Business Consultant to complete the necessary assurance processes as part of your testing team. The Business Consultant will complete the testing of the implemented release and document the results for your review.

Visit the Advantage Website

Portfolio+ Inc. customers can visit the Portfolio+ Advantage website for FAQ's, knowledge-base entries, and more. If you have not signed up for Advantage yet, you can regisiter here.


Questions?    We have answers.

Contact us