List of Portfolio+ Core Banking Customers
Stouffville, L4A 3Z2, ON,
Canada
Since 2010, our global team of researchers has been studying Portfolio+ Core Banking customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Portfolio+ Core Banking for Core Banking from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Portfolio+ Core Banking for Core Banking include: Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion, EQ Bank Canada, a Canada based Banking and Financial Services organisation with 600 employees and revenues of $888.0 million, MCAN Financial Group Canada, a Canada based Banking and Financial Services organisation with 160 employees and revenues of $207.0 million, Bridgewater Bank, a Canada based Banking and Financial Services organisation with 180 employees and revenues of $80.0 million and many others.
Contact us if you need a completed and verified list of companies using Portfolio+ Core Banking, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Portfolio+ Core Banking customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bridgewater Bank | Banking and Financial Services | 180 | $80M | Canada | Portfolio+ | Portfolio+ Core Banking | Core Banking | 2018 | n/a |
In 2018, Bridgewater Bank implemented Portfolio+ Core Banking to enable distribution of nominee-name GICs and term deposit products via the CANNEX Financial Network across Canada. The deployment was a finance and deposits implementation that went live in 2018, with an explicit focus on broker channel distribution and deposit administration.
The implementation leveraged Portfolio+ Core Banking with a dedicated term deposit capability, configuring nominee-name GIC issuance, application intake, processing, and administration workflows. Configuration emphasized automated application processing and back-office administration to reduce manual touch points in deposit onboarding and ongoing product management.
Integration with the CANNEX Financial Network provided broker access and nationwide distribution connectivity, aligning front-end broker submission flows with the bank's deposit administration systems. Governance centered on centralized deposit administration and automated workflow controls to manage broker distribution and nominee account processing, and the project explicitly improved broker distribution and operational automation for the bank.
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EQ Bank Canada | Banking and Financial Services | 600 | $888M | Canada | Portfolio+ | Portfolio+ Core Banking | Core Banking | 2020 | n/a |
In 2020, EQ Bank Canada implemented Portfolio+ Core Banking to extend Core Banking functionality for term deposits and lending across its Canadian operations. The engagement covered deposit product offerings including the US dollar GIC introduced in 2020 and a set of lending APIs used to connect core deposit and loan workflows.
Portfolio+ Core Banking was configured to support term deposit and GIC product modules alongside lending API capabilities, with vendor materials describing module usage for those Core Banking functions. Configuration focused on product catalog and API endpoints that expose origination, underwriting and funding services to upstream loan orchestration.
The lending APIs were integrated into the EQ Genesis loan origination workflow to streamline origination, underwriting and funding, creating an API-driven connection between Portfolio+ and EQ Genesis. Operational coverage explicitly includes lending and deposits in Canada, with integration work concentrated on embedding Portfolio+ services into EQ Bank origination and funding pipelines.
Governance and process changes aligned underwriting decisioning and funding handoffs to API event and response models, and rollout activities centered on coordinating deposit product launches and lending workflow integration. The implementation narrative centers on Portfolio+ Core Banking, EQ Bank Canada, Core Banking, and the operational linkage between deposit product modules and lending APIs to support origination, underwriting and funding workflows.
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MCAN Financial Group Canada | Banking and Financial Services | 160 | $207M | Canada | Portfolio+ | Portfolio+ Core Banking | Core Banking | 2024 | n/a |
In 2024, MCAN Financial Group Canada implemented Portfolio+ Core Banking to launch direct to client GICs under the MCAN Wealth retail channel. The deployment used Portfolio+ cloud native Core Banking term deposit capabilities and API first delivery to originate and manage guaranteed investment certificates for retail customers in Canada.
The implementation centered on Portfolio+ term deposit modules and exposed API capabilities for product configuration, automated origination workflows, interest and maturity lifecycle management, and reporting typical of Core Banking deposit systems. Portfolio+ Core Banking was configured to accelerate product setup and ongoing product management, reducing manual configuration steps through API driven product templates and lifecycle orchestration.
Operationally the rollout focused on finance deposits and digital retail functions, integrating Portfolio+ APIs with the MCAN Wealth direct to client interface to enable online GIC applications and account provisioning. The scope was national within Canada and emphasized end to end deposit orchestration from digital origination through core account management.
Governance and process changes aligned product launch governance with API led operations and centralized product configuration in Portfolio+ Core Banking. The implementation explicitly enabled faster product launches and supported MCAN in growing its retail deposit channel and deposit volumes through the direct to client MCAN Wealth initiative.
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Banking and Financial Services | 86746 | $24.5B | Canada | Portfolio+ | Portfolio+ Core Banking | Core Banking | 2018 | n/a |
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