Portfolio Management & Accounting Solutions

Portfolio Genius®, TPG’s flagship product, delivers superior portfolio accounting and management for both sides of your balance sheet with robust reporting tools to deliver information easily and accurately.

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Derivative Accounting & Valuation Solutions

TPG's Derivative Genius® accounting solution offers unparalleled back office support, as well as processing for a multitude of derivative instruments. Reporting modules offer daily accounting and sub ledger accounting entries.

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Safekeeping Software Solutions

Safekeeping Genius® provides for easy management and accounting in the daily tasks of maintaining customer accounts. Real-time processing solutions offer tracking capabilities of securities across multiple asset classes.

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Trading Across Multiple Asset Classes

TPG Trader® integrates trading across mulitple asset classes while providing front-to-back-office, real-time processing solutions.

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Management Team

TPG's senior management team has more than 100 years combined of investment software industry experience, and has a proven track record in the development, implementation, management, and marketing of financial software solutions. Together, TPG's management team forms the strategic vision for the company, defining our distinctiveness, research and development initiatives, quality service standards, and business growth opportunities.

TPG's management team is supported by our staff of system developers, a dedicated sales force, and finance professionals, all of whom are committed to TPG's mission—to be the premier provider of financial services software solutions to the financial community.

TPG Management Team

Chief Executive Officer/Chief Financial Officer/Co-Founder
Ursula H. Felmet

President/ChiefTechnology Officer/Co-Founder
Slavek R. Rotkiewicz

Vice President, Sales/Marketing
Cory Sokoloski

Vice President, Product Management
Rick Schnitger