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Portfolio+

Portfolio Plus

Composite Score

8.0 /10

CX Score

8.3 /10

16 Reviews Write a Review

What is Portfolio Plus?

Portfolio+ is your partner for consumer directed banking platform and robust APIs for the financial services industry. We proudly serve Canadian banks to optimize their financial products. Our secure and industry-proven financial software solutions help drive your businesses to become tech-savvy and hyper-connected.

Company Details

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Portfolio Plus Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

100 Plan to Renew

87 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+91 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Portfolio Plus?

6% Negative

0% Neutral

94% Positive

Pros

Reliable
Trustworthy
Caring
Saves Time

Feature Ratings

Average 82

Anti Money Laundering

Stress Tests

Transaction Monitoring

Policy Management

Market Risk Management

Asset Liability Management

Credit Risk Management

Fraud Management

Cheque Management

Regulatory Compliance and Audit

Analytics and Reporting

Vendor Capability Ratings

Average 83

Availability and Quality of Training

Ease of Implementation

Ease of IT Administration

Vendor Support

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Portfolio Plus Reviews

Mayowa O.

Role: Finance
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Feb 2025

"Portfolio Plus: A Comprehensive and Customizable

Likeliness to Recommend

10 /10

What differentiates Portfolio Plus from other similar products?

Portfolio Plus offers a unique combination of open banking, core banking, customization, and investment approaches that differentiate it from other similar products.

What is your favorite aspect of this product?

I'm impressed by Portfolio Plus's ability to offer a highly customizable core banking and lending software solution. This flexibility allows financial institutions to tailor the software to their specific needs, which can lead to increased efficiency, productivity, and customer satisfaction.

What do you dislike most about this product?

One potential drawback of Portfolio Plus is the complexity of its implementation process. As a comprehensive core banking solution, it requires significant setup, configuration, and customization, which can be time-consuming and resource-intensive. This may pose a challenge for smaller financial institutions or those with limited IT resources.

What recommendations would you give to someone considering this product?

When considering Portfolio Plus, carefully evaluate your institution's needs, implementation requirements, scalability, integration, costs, and vendor reputation to ensure it's the right fit.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

How We Deliver

Events

Portfolio Plus

What is Portfolio Plus?

Company Details

Need Assistance?

Portfolio Plus Ratings

92 Likeliness to Recommend

100 Plan to Renew

87 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+91 Net Emotional Footprint

How much do users love Portfolio Plus?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Anti Money Laundering Includes suspicious behavior identification, currency transaction reporting, case management and customer due diligence checks.

Stress Tests Includes crisis simulations, scenario generation, and scenario analysis.

Transaction Monitoring Includes Know Your Customer (KYC), cash deposits and withdrawals, wire transfers, and ACH activity management.

Policy Management Solution centralizes policies, standards, and procedures mapped to regulations or best-practices (PCI-DSS, ISO/IEC, HIPAA, etc.) with built-in templates.

Market Risk Management Includes equity risk, currency risk, and commodity risk.

Asset Liability Management Includes interest rate risk, liquidity risk, and funding and capital management.

Credit Risk Management Includes credit assessment, credit scoring, and credit risk analysis.

Fraud Management Includes identity theft protection, fraud alerts, payer authentication, and fraud investigations.

Cheque Management Includes cheque printing, cheque tracking, cheque payment processing, and cheque verification.

Regulatory Compliance and Audit Ability to adhere to laws, regulations, guidelines, and specifications relevant to the business. Ability to store documents and trails for audit access.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Portfolio Plus Reviews

Mayowa O.

"Portfolio Plus: A Comprehensive and Customizable

Likeliness to Recommend

Pros

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Schedule Your Call

Feature Ratings

Anti Money Laundering

Stress Tests

Transaction Monitoring

Policy Management

Market Risk Management

Asset Liability Management

Credit Risk Management

Fraud Management

Cheque Management

Regulatory Compliance and Audit

Analytics and Reporting

Vendor Capability Ratings

Availability and Quality of Training

Ease of Implementation

Ease of IT Administration

Vendor Support

Product Strategy and Rate of Improvement

Breadth of Features

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization