Portfolio+

🤔 Did you know term deposits are becoming one of the most powerful levers for Canadian financial institutions right now? Not because they’re new, but because the landscape around them is changing. Here’s what we’re seeing across the industry: > Canadians are shifting toward safety, certainty, and guaranteed returns. > CDIC coverage now protects GICs up to 10 years, opening new long-term funding opportunities. > Rates and competition continue to push deposit strategy to the forefront. > Product teams are rethinking how GICs can differentiate the customer experience. > And many institutions are realizing their deposit systems aren’t built for the speed or flexibility they now need. We put together a clear breakdown of what’s driving the renewed momentum, and what it means for CEOs, product leaders, and FI strategists. 📘 Read the full article: https://hubs.ly/Q03W4YHv0 If deposit growth, modernization, or customer experience is on your 2026 roadmap, this one’s worth a read. And if you’re exploring modern, API-driven deposit capabilities, we can help.

🚀Join us in welcoming Mehul Mukesh (He/Him) to Portfolio+ as our new Software Developer! 🚀 (A little overdue… but never too late!) Mehul brings deep experience in building scalable, cloud-native systems, the kind of backend strength that keeps products stable, fast, and ready to grow. Beyond the tech, Mehul fits right into our culture: thoughtful, collaborative, curious, and always ready to help a team move forward. He has that “let’s figure it out” mindset that makes him a natural addition to our engineering group. We’re excited to have him on board and even more excited for the impact he’ll bring as we continue scaling our platform and delivering better experiences for our customers. Welcome to the team, Mehul, we’re glad you’re here. 🚀 #WeArePortfolioPlus #SoftwareEngineering #CloudNative #TeamGrowth #PlayToWin

Join us in welcoming Brandon Tang our new Website & SEO Lead at Portfolio+! 🚀 Brandon brings an energy that fits right into the way we move at Portfolio+: curious, upbeat, collaborative, and always ready to jump in and build something better. With a passion for creating clean, modern, high-performing digital experiences, and his mix of design precision, technical depth, and user-first thinking he brings exactly what we need as we evolve our brand. He thinks like a problem-solver, works like a teammate, and brings the kind of positive momentum that lifts a room. And yes… when he’s not deep in UX, SEO, or code, you’ll probably find him snowboarding, gaming, or laughing his way through a conversation, which says everything about the energy he brings. ✨ Welcome to the team, Brandon. We’re excited for the impact you’ll make as we rebuild, refine, and elevate our digital presence, and as we keep building beyond, together. 🚀 #WeArePortfolioPlus #WebsiteLead #SEO #DigitalExperience #PortfolioPlus #PlayToWin

Last week, we brought the entire Portfolio+ team together at Willow Springs Winery, just minutes from our Head office and one of the many ways we continue supporting local businesses. And honestly… what a day! 🔥 At the Summit, we officially launched our 2026 theme: Play To Win 🚀and the energy in the room matched it. This wasn’t just an event. It was alignment, clarity, strategy, and real collaboration in action. ⨁ We planned. ⨁ We questioned. ⨁ We challenged each other. ⨁ We celebrated each other. And we walked out united, focused, and ready to play to win as one team. 🙌 This is who we are at Portfolio+: A culture where ideas flow, where voices matter, where collaboration is real, and where execution is a shared responsibility. We build together. We grow together. We win together. To our team: thank you for showing up with heart, honesty, and ambition. To future candidates: this is the culture you join. To our customers and partners: this is how we move, early, intentional, and always leveling up. A special shoutout to our CEO, Dianne Cupples, whose leadership and energy fueled the room from start to finish. She pushed us to think bigger, celebrate harder, and truly play to win, together. 2026 is in motion… and the momentum is ours. 💚💙 #PlayToWin #PortfolioPlus #TeamPPlus #FintechCanada #FutureFocused #CorporateEvents #CultureInAction #LeadershipInMotion #CanadianFintech #YorkRegion

LIMITLESS DEPOSITS. UNLIMITED GROWTH. 📈 Used by 18 world-class Canadian financial institutions, the Portfolio+ Term Deposits & GICs solution empowers Canadian banks, credit unions, and trust companies to scale deposits quickly, expand funding channels, and meet the evolving needs of Canadians. Discover how our composable, API-ready Canadian core banking solution streamlines deposit management, supports client-name and nominee-name GICs, and integrates with Canada’s powerful broker networks. 🔗 https://bit.ly/4oJCYfO #TermDeposits #GICs #BankingTechnology #FinancialInstitutions #CanadaFinance #ComposableBanking #DepositSolutions

Across Canada, we take this moment to honour the courage and sacrifice of those who served, and those who continue to serve, so that we may live, build, and move forward in a country defined by freedom and possibility. 🇨🇦 Remembrance is not passive, it’s active. It’s choosing to understand the weight of history, to acknowledge the cost of peace, and to recognize that the lives and stories behind this day continue to shape us. At Portfolio+, we believe in the strength of community and the responsibility we each hold to contribute to something greater than ourselves. Remembrance Day is a powerful reminder of that shared responsibility, not just to remember, but to carry forward the values of respect, unity, and compassion. To our veterans, service members, families, and communities: Thank you. We honour you today and every day. 🇨🇦 Lest we forget. #RemembranceDay #CanadaRemembers #LestWeForget #PortfolioPlus #CanadianFinance #FintechCanada #FinancialCommunity

When two credit unions merge, the real challenge starts after the signatures are dry. Different systems. Conflicting data. Pressure to keep everything running while members expect more, not less. https://bit.ly/3LaI71T We get it — it’s a lot. Merging institutions means balancing growth and stability, innovation and integration. But it’s also a rare chance to modernize without losing what makes your credit union strong. Across Canada, we’re seeing credit unions turn mergers into momentum — launching new products mid-transition, unifying operations, and building the foundations for future growth. In our latest article, we unpack how forward-thinking teams are doing it and what’s working right now. 👉 Read the full story: https://bit.ly/3LaI71T #CreditUnions #CoreModernization #DigitalTransformation #BankingTechnology #FinancialServices #PortfolioPlus #CreditUnionLeaders

We’re growing!!! And we’re looking for a Director of Technology to join the Portfolio+ leadership team! 🚀 At Portfolio+, we build technology that powers innovation across Canada’s financial landscape. Our teams design, code, and deliver the platforms that help banks and financial institutions move faster, think smarter, and connect better. If you’re a visionary technology leader who thrives on solving complex challenges, leading high-performing teams, and driving impact through innovation, we want to meet you! Apply now 👉 https://lnkd.in/eqMnDgY9 and help us shape the future of modern banking. #Hiring #TechnologyLeadership #Fintech #PortfolioPlus #Careers #Innovation

💡 When credit unions merge, the real challenge often begins after the legal deal. Two systems. Disparate data. Member expectations that don’t pause. https://lnkd.in/e_F_hCyb In our latest insight “Credit Union Mergers: Turning Migrations into Modernization and Monetization” we reveal how forward-thinking institutions are shifting migration from drain to driver. 🔗 Read the full article https://lnkd.in/e_F_hCyb and learn how leaders are using data alignment, cloud infrastructure and modern architecture to turn merger momentum into growth engines. #CreditUnions #DigitalTransformation #CoreBanking #FintechInsights #PortfolioPlus