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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Webinar Announced for May 17, 2017 at 3:00pm (CDT)

Accessing Your Data in TPG to Create Custom Reports and File Extracts

This webinar will discuss how to use the data residing in your TPG database to create custom reports through Microsoft SQL Server Reporting Services (SSRS), and file extracts through TPG’s TPG Data Excel Add-in Tool, the Export Builder and Export Wizard modules.

Please contact TPG to RSVP and receive instructions on how to attend.


Microsoft SQL Server Reporting Services (SSRS)

  • Using the report builder to create a data source
  • Selecting a data source to create a report
  • Creating a table or matrix report
  • Creating a report from scratch

TPG Data Excel Add-in Tool

  • Selecting predefined extracts
  • Creating an extract from an existing object in the database

Export Builder

  • Selecting fields
  • Defining variables
  • Running a data export through Export Wizard



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