Portfolio+

Portfolio Plus

Composite Score

8.1 /10

CX Score

8.2 /10

15 Reviews Write a Review

Get Demo

In Partnership With SelectHub

Claim Software

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.

Company Details

Book a Free Demo Today!

See it in action with a free demo.

Click below to sign up on our partner's website.

Get Demo

In Partnership With SelectHub

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

86 Satisfaction of Cost Relative to Value

{y}

{name}

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 83

Transaction Monitoring

Anti Money Laundering

Stress Tests

Market Risk Management

Policy Management

Asset Liability Management

Credit Risk Management

Cheque Management

Fraud Management

Regulatory Compliance and Audit

Analytics and Reporting

Vendor Capability Ratings

Average 84

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

Ease of Customization

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

Antonio S.

Role: Operations
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2026

Organized Portfolio Management Approach

Likeliness to Recommend

9 /10

What differentiates Portfolio Plus from other similar products?

Portfolio Plus is a helpful solution that brings all investment information in a centralized space and this gives users the visibility of all their projects. The program helps us in identifying the performance of our investments and ensuring that our resources are used efficiently

What is your favorite aspect of this product?

The dashboard has robust reporting capabilities and this helps us consolidate information to understandable manner. The program emphasizes on planning and this makes it easy for us to prioritize work and ensure the objectives aligns with our actual activities

What do you dislike most about this product?

The program takes a while to effectively configure the system and this makes it less inefficient for beginners

What recommendations would you give to someone considering this product?

I would advocate the use of Portfolio Plus in handling companies with many projects. It gives remarkable guidelines and benefits

Pros

Inspires Innovation
Client Friendly Policies
Altruistic
Acts with Integrity

Myra J.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2026

Powerful banking modernization platform

Likeliness to Recommend

9 /10

What differentiates Portfolio Plus from other similar products?

Portfolio plus differentiates itself by owning the full financial stack , enabling API driven innovation and gradual modernization

What is your favorite aspect of this product?

My favorite aspect of this product is it's API first and open banking leadership

What do you dislike most about this product?

What I dislike most about this product is it's performance lag in real time operations

What recommendations would you give to someone considering this product?

Align it with a clear transformation strategy , it is a core banking modernization platform

Pros

Reliable
Trustworthy
Unique Features
Fair

Portfolio Plus

What is Portfolio Plus?

Company Details

Book a Free Demo Today!

Portfolio Plus Ratings

92 Likeliness to Recommend

100 Plan to Renew

86 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

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.

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

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

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

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.

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

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

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.

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.

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

Antonio S.

Organized Portfolio Management Approach

Likeliness to Recommend

Pros

Myra J.

Powerful banking modernization platform

Likeliness to Recommend

Pros

Most Popular Portfolio Plus Comparisons

MORS Software

Oracle Fusion Cloud Risk Management and Compliance

SAP Financial Planning & Analysis (FP&A)

LexisNexis Financial Services

Experian Precise ID

SAS Asset and Liability Management

Feature Ratings

Transaction Monitoring

Anti Money Laundering

Stress Tests

Market Risk Management

Policy Management

Asset Liability Management

Credit Risk Management

Cheque Management

Fraud 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

Ease of Customization

Usability and Intuitiveness

Ease of Data Integration

Quality of Features