Portfolio+

Portfolio+

Portfolio+ offers a range of financial services, including open banking, lending software, and cloud solutions, tailored for fintechs and financial institutions.

Location: United States
Software Type: Web App
Categories:

Need help?

We can help you find specialists for Portfolio+. Let us connect you with the right experts to assist you.

*User registration required

Are you an expert in Portfolio+?

Description

Portfolio+ is a comprehensive financial services platform that aims to enhance the capabilities of financial institutions through advanced technology solutions. The platform offers a diverse range of services, including Open Banking APIs, Core Banking solutions, and Cloud services, catering to various segments such as credit unions, neo banks, and digital wallet providers.

### Key Functionalities:
- Open Banking: Connects fintechs and financial institutions, allowing for the creation of advanced financial technology applications and Banking-as-a-Service (BaaS) platforms.
- Lending Software: Provides tools for managing lending products efficiently, ensuring that institutions have attractive funding sources while meeting customer needs.
- Cloud Services: Facilitates the deployment of financial applications in a secure and scalable environment.
- Digital Wallet: Supports modern banking solutions with mobile access, enhancing financial inclusion for users.

### Problem Solving Capabilities:
Portfolio+ addresses the challenges faced by traditional banking institutions by providing innovative solutions that streamline operations, enhance customer engagement, and ensure compliance with regulatory requirements. The platform also emphasizes the importance of training and consulting services to help institutions modernize their operations and maximize the use of available technology.

In addition to these offerings, Portfolio+ also provides resources such as blogs, podcasts, and videos to support businesses in their journey toward operational efficiency and modernization.

Features

Open Banking API

A secure API that connects fintechs with financial institutions, enabling a seamless integration of services and data.

Lending Software

Tools designed to streamline the management of lending products, ensuring effective operations and attractive funding.

Cloud Services

Scalable cloud solutions for financial applications that prioritize security and operational efficiency.

Digital Wallet

A mobile solution that provides users with easy access to financial services and promotes financial inclusion.

Consulting Services

Expert advice and support to help financial institutions modernize their operations and implement new technology solutions.

Training Services

Educational resources and training programs aimed at equipping staff with the skills needed for a digital banking environment.

Tags

bankingfintechfinancial technologycloud servicesdigital banking

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support