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 | Leader in Investment Accounting Software

TPG continues to stay focused on providing exceptional service to our customers. That's why our customers continue to return to us for new technology solutions. TPG's goal is to become your partner right from the start of the relationship. We try to understand your business and technology needs, as well as being your advocate to solve those needs. TPG provides the following services.

Customer Relations

TPG has an extensive customer relations program whereby each new customer is assigned a Project Manager and a Financial Application Analyst to work closely with you during the implementation of our software solution into your business environment.

Help Desk

The Help Desk is the front line of support for our customers, providing business day support through our call center located in Houston.

Online Support

TPG’s Gateway is a secure, easy-to-use portal providing customers with access to the following tools:

  • Web Portal
    An interactive environment where you can discuss topics of interest with TPG experts, other customers or channel partners.
  • Downloads/Upgrades
    Source for obtaining product upgrades to implement new enhancements within your organization.
  • Documentation
    Retrieve the latest product documentation.
  • Online Training
    Receive continued education in support of ongoing product enhancements or specialized Web training sessions.

 

Training

TPG's team of professional trainers are responsible for the development and delivery of TPG's training services. The custom courses are designed to provide practical knowledge and understanding of TPG's solutions. No matter what your level of expertise, TPG's curriculum provides you with a course that meets your training requirements.

TPG offers two types of training.

Instructor-Led Training

In helping you select the training that best meets your company’s needs, TPG has organized our courses into tutorials that focus on specific subject matter. Upon completion of a tutorial, you'll be better equipped to leverage your advanced knowledge in your day-to-day use of your TPG solution.

Web Training

TPG offers online training through scheduled Web sessions that are tailored to your specific needs. These sessions provide focused information on various subject areas within TPG's products and modules.