Portfolio+

Portfolio Membership

Portfolio+ Inc. connects financial institutions with customers and partners using innovative technologies. Our software solutions and open banking technology are used by financial institutions in Canada and the UK. With our breakthrough +Open Banking Platform and fully documented APIs, Portfolio+ has the power to connect banks, credit unions, and lending institutions with an evolving ecosystem of financial services technology that puts everyday customers in control of their financial data. Located in the Greater Toronto Area (GTA), Portfolio+ is used by 5 of Canada’s 7* largest financial institutions and is a part of Volaris Group Inc. 

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Value Connect

Value Connect Membership

Value Connect makes appraisals incredibly simple and efficient, with industry leading customer experience. Experience how our network effects unlock synergies between employees, suppliers, sales teams, and customers, resulting in reduced costs and improved CX.

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Maverix

Maverix Private Equity is a Canadian-based firm run by entrepreneurs, funded by entrepreneurs and for entrepreneurs. We are focused on investing in North American technology-enabled disruptive businesses that have the potential to be global champions. We look for businesses with a proven business model, with the potential for rapid growth and where proceeds are used for expansion to scale globally. A key sector of focus is Financial Services. Maverix aims to take a significant minority interest with an average position of US$50 million.

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Treefort Technologies

Treefort Technologies provides digital tools for lenders, including identity verification, KYC services, and secure video signing meetings, ensuring fraud prevention and regulatory compliance through a user-friendly platform.

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Brim Financial

Brim Membership

Brim Financial is a fully integrated platform that delivers real-time innovations for finance globally. Financial institutions, fintechs, commercial operations, and merchants looking to re-platform financial services can launch or elevate customer experience and engagement with our end-to-end comprehensive PaaS.

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Chapter Law

As legal recovery professionals, it is our duty to increase recoveries through unique methods that not only allow us to generate revenue but also encourage positive feedback and reduce complaints. We take a progressive approach to debt recoveries by leveraging automation and data to uncover client needs, understand client circumstances, and offer strategic solutions.At Chapter Law, we view data as a source of truth. Our methods in leveraging data assets not only allows us to create strategic initiatives to increase recoveries, it allows us to make more intelligent decisions for our clients. Aggregating and utilizing data allows us to dedicate the appropriate resources for effective portfolio management and offer strategic solutions.
We measure our success not only through our ability to collect debt, but also the service we provide to our clients. Exceptional service can only be provided if we deliver on our promises to you. We do not see ourselves as vendors, we are partners committed to helping you achieve your goals by keeping an open dialogue on expectations, progress, enhancements, and the end result.

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Axess Law

Axess Law Membership

At Axess Law, our number one priority is WOW customer service. With locations across Ontario and a team of over 75 people, Axess Law has been providing real estate legal services to lenders, mortgage brokers, and homeowners for over 10 years. We have a growing percentage of Canadians struggling to access the simple real estate legal services they need. Non-transparent pricing,
inconvenient working hours, and inaccessible locations led us to create Axess Law. To address these common pain points, we offer 24/7 access to our real estate legal services across Ontario, a price match and price guarantee, virtual and mobile signing, and a web-based portal available to our clients and partners to track key milestones.

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WiiBid

WiiBid is an online marketplace that empowers borrowers to apply, shop for, and obtain mortgages with a single, simple, and secure online application, in under 10 minutes. Its unique auction system fosters competition between over 30 lenders, creating more choices for borrowers and enabling them to get the best rates. The platform maintains privacy and security of all parties until a lender and bid is chosen.

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Raymond James

Raymond James Membership

The Raymond James Specialty Finance Investment Banking practice is actively advising companies with mergers and acquisitions and raising equity and debt capital for both public and private companies, with a focus on cross-border opportunities. RJ has 8,327 financial/investment advisors in Canada, the United States, and overseas, collectively managing US$1.09 trillion in client assets. RJ serve corporations, institutions and municipalities through significant capital markets, banking and asset management services. 

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FICO

FICO (NYSE: FICO) powers decisions that help people and businesses around the world prosper. Founded in 1956, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 200 US and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, insurance, telecommunications, health care, retail and many other industries. Using FICO solutions, businesses in nearly 120 countries do everything from protecting 2.6 billion payment cards from fraud, to improving financial inclusion, to increasing supply chain resiliency. The FICO® Score, used by 90% of top US lenders, is the standard measure of consumer credit risk in the US and other countries, improving risk management, credit access and transparency.

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