Portfolio Plus Overview

Portfolio Plus is a robust online banking software designed to enhance the management of banking portfolios and customer accounts. This platform offers tools for account tracking, transaction monitoring, and reporting, enabling financial institutions to optimize their banking operations. Users can efficiently manage client records, generate detailed reports, and facilitate communication with customers through an intuitive interface. Portfolio Plus enhances operational efficiency and supports compliance with industry regulations, ensuring secure and reliable banking services. By adopting this software, banks can improve their customer engagement, streamline account management, and enhance overall service delivery.

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Contact Details

  • Vendor Name Strategic Information Technology
  • Founded 1988
  • Location Canada

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking

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Portfolio Plus Features

  • Arrow Icon Electronic Statements
  • Arrow Icon Authentication
  • Arrow Icon Retail Banking
  • Arrow Icon Fraud Detection
  • Arrow Icon Single Sign On
  • Arrow Icon Cash Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Marketing Automation
  • Arrow Icon Transaction History
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Credit Card Management
  • Arrow Icon Brokerage Management
  • Arrow Icon Chat/Messaging
  • Arrow Icon Mobile Access
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Electronic Payments
  • Arrow Icon Loan Management

Portfolio Plus Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Portfolio Plus FAQs

Portfolio Plus is a robust online banking software designed to enhance the management of banking portfolios and customer accounts. This platform offers tools for account tracking, transaction monitoring, and reporting, enabling financial institutions to optimize their banking operations. Users can efficiently manage client records, generate detailed reports, and facilitate communication with customers through an intuitive interface. Portfolio Plus enhances operational efficiency and supports compliance with industry regulations, ensuring secure and reliable banking services. By adopting this software, banks can improve their customer engagement, streamline account management, and enhance overall service delivery.

  • No, Portfolio Plus does not offer a free version.

  • Yes, Portfolio Plus offers a free trial.

  • No, Credit Card details are not required for the Portfolio Plus trial.

  • No, Portfolio Plus does not offer an API.

  • Portfolio Plus supports the following languages:
    • English

  • Following are the typical users of the Portfolio Plus:
    • Self-Employed , Small-Business , Midsize-Business

  • Portfolio Plus supports the following deployment:
    • Cloud Hosted

  • Portfolio Plus supports the following devices and operating systems:
    • Web-Based