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 views our customers as our partners, as our success is completely dependent upon them.
We complement our software products with our skilled professional services team that can help you identify and evaluate solutions, implement new systems, optimize your workflow, and develop your best practices. We will support your staff, operations, and your vision for success.

By using our proven project management and implementation processes in combination with our practical industry know-how and in-depth knowledge of our products, TPG’s Client Services Group delivers timely results that leverage your investment in our software products and solutions.


Consulting Services

TPG's Client Services Group offers a wide range of consulting services that are critical to the success of your operation. From workflow analysis, to project management and product implementation, to integration, TPG delivers value-added services and solutions that streamline your operations, reduce redundancy, provide more efficient use of your staff, and enable new business capabilities.

Some of the consulting services provided by our Client Services Group include:

  • Workflow Analysis and Process Optimization
  • Systems Integration
  • Project Management
  • Product Consulting
  • Data Conversion and Reconciliation
  • Data Evaluation
  • Testing Support
  • Acquisitions Planning and Integration


Technical Consulting

TPG's Technical Consulting Group is dedicated to delivering solutions that help eliminate technical gaps existing between end-user requirements and in-house technological capacities, while helping to deliver maximum satisfaction from our products. In addition to augmenting your existing staff during the installation of our software solutions, the technical group is your knowledge source for helping you establish and implement "best practices" for streamlining internal processes and identifying the best technology solutions to serve your needs.

Some of the technical consulting services provided by TPG:

  • Architecture Review
  • Product Installation
  • Technical Training
  • Custom Development

For more information about TPG's technical consulting services, please contact your Project Manager or Financial Applications Analyst.