Open Banking

Powering Open Banking Innovation for Canadian Financial Institutions

Stay ahead in the evolving financial landscape with Portfolio+ Open Banking. Our robust partner ecosystem empowers banks, credit unions, payment providers, insurers, and investment firms to seamlessly integrate third-party services, enhance customer experiences, and drive growth.

Unlock agility, expand offerings, and maintain full control—all through our secure, API-driven platform.

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Portfolio+ Functionality for Open Banking Ecosystem

  • Debt collection
  • Business intelligence
  • Loan and mortgage arrears management
  • Marketing campaign strategy
  • Credit risk analytics
  • Payment and card services
  • Web application management
  • Data privacy and security

Portfolio+ Open Banking Use Cases

  • Multi-account money transfer
  • Spend and cashflow management
  • On-demand foreign exchange services
  • Credit card, loan and overdraft advisory services
  • Automated transfer into savings and investment accounts
  • Comprehensive view of accounts, including credit cards and savings

Portfolio+ Interface Partners

Portfolio+ offers innovative, mission-critical solutions to banks and financial institutions.

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Solutions

Core Banking

  • Investment Management
  • Retail Banking
  • Term Deposits
  • Lending

Open Banking

  • Open Banking API
  • API Solutions
  • Partner Ecosystem

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  • Term Deposits
  • Investment Management
  • Alternative Lending
  • Lending Software
  • Mortgage Solutions

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