Portfolio+ Retail Banking

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Canada HQFounded 1988

Deployment

Web-basediPhone/iPadAndroidWindowsMacLinux

Overview

About Portfolio+ Retail Banking

Portfolio+ Retail Banking is a modern, cloud-agnostic core banking system designed to support omnichannel experiences across online, mobile, branch, ATM, and POS. It enables financial institutions to digitally onboard customers, automate critical back-office functions, and streamline everyday banking operations. The platform facilitates everything from bill payments and fund transfers to loan applications and teller services, including multi-currency transactions and cheque printing.

With built-in compliance tools, real-time transaction processing, customizable pricing, and seamless integration with third-party systems, Portfolio+ Retail Banking helps banks deliver consistent, efficient, and secure services across all customer touchpoints.

At a glance

Software information

Industries served, licensing and the support Portfolio+ Retail Banking provides.

Industries

  • Banking

Licensing

  • Proprietary
  • Quote Based
  • Free version

Support

  • Email
  • Live Chat
  • Phone
  • 24x7 Support
Languages (1)
English
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Capabilities

Portfolio+ Retail Banking features

The full feature set, grouped by module.

Banking Software

  • Compliance Tracking
  • Customer Portal
  • Financial Accounting
  • Loan Management
  • Multi-Currency
  • Online Banking
  • Payments & Transfers
  • Retail Banking
  • Risk Management
  • Security Management
  • Transaction Tracking

Plans

Portfolio+ Retail Banking pricing

Free Version
Yes
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video