Investment Management Software for Financial Institutions

Portfolio+ investment management software combines digital technology with rich experience to streamline operations and investor relations. Our solution accelerates the creation of investment products while automating due diligence and management of registered / non-registered savings plans and investment vehicles such as managed, cash, segregated, and discretionary accounts.

Our flexible digital architecture facilitates the creation of customer-oriented products as well as generation of a single Customer Information File (CIF) for real-time tracking and management of an investor’s product portfolio.

Portfolio+ edge @ a leading Canadian bank

Our user-defined system administration solution helped a leading bank in Canada comply with regulations for Electronic Funds Transfer (EFT), cheques and instruments deposited into investment accounts.

Optimizing GICs for a Return to a Safer Return

Something unusual is happening. Amid rising interest rates, record high inflation, and ongoing market volatility in the early 2020s, Canadians poured an overwhelming amount of money into GICs and fixed-term deposits. In fact, within a period of just eight months in 2022 alone, Canadians pumped roughly $152 billion into these types of deposits. It’s an unusual spike in demand for an investment product that promises guaranteed returns that fail to match the rate of inflation. Optimizing GICs for a Return to a Safer Return explores the true value of GICs and their importance in a high inflationary, unpredictable environment, offering steps banks and financial institutions can take to better prepare, control, and optimize GIC sales for these kinds of unexpected spikes in demand.