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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Don't just take our word for it! Check out what some of our customers have to say about TPG's products and services.

WAMU selected TPG after reviewing the most prominent software solutions in the market. We found TPG's suite of investment, funding and derivatives accounting software to be the only system that had a leading edge GUI technology that made working with TPG easy, flexible and understandable for all users from our front to back office. Its accounting system is complete, accurate and robust enough to handle the specific business and processing requirements that we needed.

– Sheryl Bennett-Holland, Washington Mutual Bank

After months of searching for the right software to house Navy Federal's investment portfolio, we chose TPG. TPG's flexibility allowed us to pick those modules that were specific to our needs with the option to add modules as we developed the need for them. Its interfaces with Bloomberg and Interactive Data have eliminated hours of manual entry. In addition, their support group has been fantastic—always going the extra mile to help solve any issues that arise.

- Darlene Brumley, Navy Federal Credit Union

TPG has provided an accounting environment which handles the tracking of all our accounting functions which has pleased both our auditors and regulators. The accuracy at which the software performs is excellent and has improved the bank's overall internal controls. Numerous contacts to the service team have been responded to in a very timely manner and quick action is taken to address troubleshooting issues.

- Tom McGurk, Kearny Federal Savings

We selected TPG after we reviewed several of the leading investment accounting solutions on the market. They provided a true FASB 91-compliant solution for the most complex securities. Their system was both accurate and verifiable and handled the transaction volumes that we anticipated with our growth. TPG was always on top of the latest regulatory changes and quickly applied them to their product. Their Microsoft SQL platform met our business requirements today and gave us the confidence about their ability to meet our needs in the future.

- Nicky Burke, TD Banknorth

We started using TPG back in 2000 when it was a DOS program. We have always been impressed with the system's pinpoint accuracy in amortization/yield calculation, TPG's proactive approach in implementing enhancements to ensure compliance to anticipated new regulations, the system's seamless interfaces with our GL and external data systems, and the high level of customer service provided by TPG's customer service team.

- Jeff DeLapp, Downey Savings