Portfolio accounting and management for both sides of your balance sheet
Expertly manage your operations from one easy-to-use interface
Trade capture with real-time position and exposure views
Derivative accounting, management, valuations and reporting
Client safekeeping with real-time views of holdings and collateral
With Workstation, you have access to the TPG Software suite of products, including Portfolio Genius, Derivative Genius and Trader, from one easy-to-use user interface. Workstation benefits include:
You can design your own layout or, if the component you're looking for isn't there, TPG can create it for you.
You can customize quick access ribbons to provide shortcuts to your most often used functionality. All existing TPG products have shortcuts accessible from the ribbons.
Customizable workflows provide you better control of your portfolios. You can set up notifications and approval/rejection processes for a number of workflows, including ticket input (buys, sells, swaps, repos, etc.), updating CUSIPs and position information, setting up and modifying portfolios, etc.
Workstation is equipped with predefined rules and custom rules can be created. Rules can be scheduled to run at any time.
The rules engine can alert you via email and/or the calendar gadget, and clicking on data alerts within the calendar gadget provides direct access to the item that needs attention.