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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TPG Software | Mission Statement

Our Approach

No one wants to “overpay” for an investment accounting management system or to endure a difficult implementation of systems with poor support and training. TPG guarantees to meet your business’s front–to-back office needs, while ensuring a smooth implementation and support for your ongoing system needs.

As developers of investment software that make the complex simple, TPG’s mission encompasses providing software tools that support the complicated securities created by Wall Street, maintain solutions to comply with regulatory guidelines, and deliver products built on industry-standard software platforms such as Microsoft, utilizing the newest technologies available. The installation and operation of our software applications result in a system that enables our clients to dramatically:

  • Strengthen the accuracy of their accounting and reporting
  • Integrate their various systems to share data
  • Increase decision support capability


TPG continually strives to provide our clients with comprehensive investment portfolio management software solutions delivered on the latest technology platforms. The newest of trends and FAS Bulletins are applied to our current family of products, including Portfolio Genius and TPG Trader. All product lines can be fully integrated and are IFRS/GAAP compliant.