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Portfolio+

Portfolio Plus

Composite Score

8.0 /10

CX Score

8.1 /10

12 Reviews Write a Review

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What is Portfolio Plus?

Portfolio+ is a fully Canadian-built financial technology platform that helps banks, credit unions, and alternative lenders modernize their operations, accelerate product launches, and stay compliant. With powerful APIs, open banking capabilities, and flexible deployment options—including on-premise, hybrid, and cloud, Portfolio+ supports digital transformation across core banking, lending, payments, and more. Whether you're looking to streamline legacy systems or build future-ready financial services, Portfolio+ gives you the tools to move forward with confidence.

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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.

94 Likeliness to Recommend

100 Plan to Renew

85 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.

+90 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?

8% Negative

0% Neutral

92% Positive

Pros

Reliable
Trustworthy
Effective Service
Caring

Feature Ratings

Average 83

Transaction Monitoring

Anti Money Laundering

Market Risk Management

Stress Tests

Asset Liability Management

Policy Management

Analytics and Reporting

Cheque Management

Credit Risk Management

Regulatory Compliance and Audit

Fraud Management

Vendor Capability Ratings

Average 83

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Breadth of Features

Ease of Customization

Product Strategy and Rate of Improvement

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Quality of Features

Portfolio Plus Reviews

Mohd A.

Role: Information Technology
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Apr 2025

Simple and Solid, but could be more faster

Likeliness to Recommend

10 /10

What differentiates Portfolio Plus from other similar products?

Portfolio Plus kinda stands out cause it is super flexible and easy to use, compared to other tools that feel too complex or outdated. It give you to manage stuff your way, without all the extra clutter.

What is your favorite aspect of this product?

I think my favorite thing about it is how simple it is to use. Like, you do not gotta click around a lot to get stuff done, everything just kind a there where you expect it.

What do you dislike most about this product?

To be honest, sometimes it lag a bit or like, takes to long to load some things. It get kind a annoying when you are in a hurry.

What recommendations would you give to someone considering this product?

I would say, if you are looking for something easy to use and not to complicated, go for it. But maybe keep in mind that it might not be the fastest sometimes. If you do not mind waiting a bit here and there, then it is solid.

Pros

Performance Enhancing
Enables Productivity
Unique Features
Effective Service

Olaoluwa O.

Role: Finance
Industry: Finance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Nov 2025

Integrated Portfolio Management

Likeliness to Recommend

8 /10

What differentiates Portfolio Plus from other similar products?

Portfolio Plus stands out for its integrated suite of modules that cover portfolio management

What is your favorite aspect of this product?

The best thing about Portfolio Plus is that it is integrated with other modules. This will enable one to manage their portfolio tracking, compliance reporting, and investment analytics under a single platform. The integration will minimize manual processes, enhance accuracy and give both the business and the IT teams a single source of truth. The dashboards are user-friendly with the reporting features being quite robust and therefore, tracking performance and regulatory adherence is much simpler without having to switch several tools.

What do you dislike most about this product?

What I hate most about this is the fact that some modules are not always easily customized and configured to meet given workflow without the help of an IT expert. The platform itself is strong and has a high number of features, but certain high-level settings, reporting features, and alert settings are not fully understandable by the end user. This occasionally makes it slower to adopt by new members of the team, and may need extra internal training, or vendor support, to use all the capabilities.

What recommendations would you give to someone considering this product?

To anyone thinking of Portfolio Plus, I would highly suggest that one should think about the decision carefully and have a clear picture of what is needed in his or her organization. This is a platform that is very powerful and highly integrated; it has a large variety of modules, which include portfolio management, compliance reporting, investment analytics, and operational workflows. In order to capitalize on it, you must first establish the modules and features that are more important to your business. This will make sure that the system is set up right and helps in supporting the processes that your team is dependent on.

Pros

Continually Improving Product
Reliable
Enables Productivity
Trustworthy

Cons

Commodity Features
Less Efficient Service
Vendor's Interest First

Koya O.

Role: C-Level
Industry: Finance
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2025

Likeliness to Recommend

8 /10

Pros

Continually Improving Product
Performance Enhancing
Enables Productivity
Trustworthy

Portfolio Plus

What is Portfolio Plus?

Company Details

Book a Free Demo Today!

Portfolio Plus Ratings

94 Likeliness to Recommend

100 Plan to Renew

85 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+90 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

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

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

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

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

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

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

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

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

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.

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

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

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.

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

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.

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.

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.

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.

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.

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

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.

Portfolio Plus Reviews

Mohd A.

Simple and Solid, but could be more faster

Likeliness to Recommend

Pros

Olaoluwa O.

Integrated Portfolio Management

Likeliness to Recommend

Pros

Cons

Koya O.

Likeliness to Recommend

Pros

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Feature Ratings

Transaction Monitoring

Anti Money Laundering

Market Risk Management

Stress Tests

Asset Liability Management

Policy Management

Analytics and Reporting

Cheque Management

Credit Risk Management

Regulatory Compliance and Audit

Fraud Management

Vendor Capability Ratings

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Breadth of Features

Ease of Customization

Product Strategy and Rate of Improvement

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Quality of Features