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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Disclaimer and Privacy Policy

Disclaimer

All information, white papers, marketing, and other materials provided by this website are the property and copyrighted work of TPG Software, Inc. (unless otherwise specified). Any duplication, distribution, or transmission of information contained by this website without first obtaining the express written consent of TPG Software, Inc. is strictly prohibited. While TPG believes the information contained within this website to be reliable, TPG does not guarantee its accuracy, timeliness, or completeness, and reserves the right to change the information on the website at any time without prior notice. TPG expressly disclaims any liability or responsibility resulting from the use of, interpretation of, or reliance upon information provided by any third party providers that may be linked to this website at any time and makes no guarantee as to the accuracy, timeliness, or completeness of such information.

Privacy Policy

TPG Software is committed to respecting your privacy.
Our goal is to be your trusted source for investment accounting and portfolio management software systems, and our privacy policy is to disclose to you what customer information we gather and how we use it.

You can visit our website without telling us who you are or revealing any information about you or your company.  However, we may require that you provide your name, the name of your business, and contact information before granting access to certain types of information available through our website.
Your personal information may be used for research, to improve our website and the services we offer, or to send you product and service information you request from our “Info Center” option or that we believe may interest you. We also reserve the right to share your name and the name of your business with third parties who are interested in providing services to you. However, we will withhold sharing your information with third parties upon request via our Contact Form.

The security and privacy of our customers' personal information is very important to TPG.  We are dedicated to ensuring that our software and web-based services are as secure as possible in order to keep our customers' data secure. If you have questions or comments about our privacy policy, please contact us by clicking on the "Contact us!" link or via our Contact Form.