TPG Software


ePortfolio, an optional Web application fully integrated with Portfolio Genius and Safekeeping Genius allows you and your customers to enter buy or sell transactions, update pledge and safekeeping information, and run reports online. 

Web Application

ePortfolio allows you to create portfolios, conduct trade ticket entry for any buy/sell tickets, enter and edit pledge/safekeeping information, view and print reports and graphs of portfolio holdings, upload/download files and makes it easy for you and your clients to view and print reports online.


ePortfolio Features

TPG Software

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