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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Front to Back Office - Analytics, Accounting and Management Reporting for Financial Institutions
Thursday, October 25, 2012 | 10:00 a.m. Eastern | New York, NY

Please join TPG and ZM Financial Systems, Inc. in New York (location to be determined) on Thursday, October 25, 2012, at 10am EST for our live seminar, Front to Back Office - Analytics, Accounting and Management Reporting for Financial Institutions.

The seminar will discuss:

  • Pre-trade analytics, pricing and portfolio simulations using ZMdesk with automated feeds from TPG Software
  • Straight-Through Processing from trade capture to sub-ledger accounting entries fed from ZMdesk back to TPG Software’s accounting engine
  • Automated GL and ALM interfaces with standard reporting to meet accounting, regulatory and risk reporting requirements
  • Process "Under a Single Roof" – summary showing pre-trade analytics and “what-ifs” (ZMdesk) to core investment, liability and derivative accounting system (TPG Software) including automated feeds to ZMdesk and your GL software


  • Moderator:  Cory Sokoloski, Vice President of Sales, TPG Software
  • Rick Schnitger, Vice President of Product Management,  TPG Software
  • Butch Miner, Co-Founder,  ZM Financial Systems
  • Jim Wendel, VP of Sales (Eastern US), ZM Financial Systems


Registration is closed.