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 | Technology Requirements

All of TPG's software applications are developed using Microsoft tools, including Microsoft .NET, Microsoft Visual Basic, and Microsoft SQL Server.

Minimum Software Requirements for Client Workstation

  • 64-bit Microsoft Windows 7 or 8 (32-bit supported, but not recommended)
  • Microsoft .NET 4.5.1
  • Microsoft Office 2003 or higher

Recommended Software Specifications for Data/Application Server

  • 64-bit Microsoft Windows Server 2012r2 with latest Service Pack
  • 64-bit Microsoft SQL Server 2014 with latest Service Pack or newer
  • Microsoft Internet Information Services (IIS) 5.0 or higher
  • Microsoft SharePoint 2010

Please Note: Hardware requirements vary based upon portfolio size, transaction volume, etc.

Please contact TPG Software to receive customized hardware requirements.


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