TPG Software

Who We Are

Founded in 1991 and based in Houston, Texas, TPG Software leads the way in developing creative software solutions for the financial industry. Banks, credit unions, thrifts, broker/dealer firms, municipalities, REITs, and financial advisors across the nation have turned to TPG’s software package to support trading, comprehensive investment analysis, investment and derivative accounting, and risk management. 

Our Mission

As developers of investment software that make the complex simple, TPG’s mission encompasses providing software tools that support the complicated securities created by Wall Street, maintain solutions to comply with regulatory guidelines, and deliver products built on industry-standard software platforms such as Microsoft.

Our Approach

TPGs utilizes DEVOPS "continuous development" process and procedures to insures enhancements, modifications and improvements to our system are done quickly and efficiently, shortening the "go live process". Our goal is to keep our clients current and operational using a dynamic development method to address functional  and technical requirements as they occur.


Our Solutions

TPG is designed by financial institutions for financial institutions. We offer a complete front to back straight through processing solution that includes customizable workflows from trade capture to sub ledge accounting, safekeeping, and regulatory reporting. We are the only vendor in this space with a transaction entry approval process that can be customized around your business process, that includes investment policy and risk monitoring capabilities. 

Investment Accounting

Full coverage of fixed income, liability instruments & complex SOFR products. Adheres to FASB & IFRS standards, including GAAP & IAS guidelines.

Centralized Data Hub

MS SQL-based database with centralized location for data imports/exports. Export data to your internal accounting systems, internal data warehouse.

Full Control

Install locally or in the cloud with customizable user roles, scheduling options, and annual SOC 1 and SOC 2 Type 2 Reports. Annual source code testing & reporting.


Streamlines operations with bi-directional interfaces for data import/export, automated scheduling, real-time dashboards, and user-friendly interfaces.

Support Services

Responsive help desk and resources for troubleshooting via email, web or phone. It also provides bug fixes, updates and releases, along with an online customer portal for ticket entry, release notes and knowledge base.

Professional Services

Product implementation and project management, consulting services, custom development, and onsite or web-based training. These include process reviews, workflow diagnosis, report customization, and data import/export configuration.

Customer Needs

Customer needs are a moving target and typically mirror changes in regulatory requirements. Obviously, size and complexity of their operation and portfolio play a major role in the features and functions needed, but sub ledger accounting and FAS compliance is the one constant for investments. 

Success Factor

TPG's  relevant client references provide prospective customers with the confidence that "like institutions" have trusted TPG for their mission critical accounting and regulatory reporting to TPG. Our depth of client types (banks, thrifts, credit unions, bank capital markets, investment broker/dealers, FHLBs, Corporate Credit Unions, Bankers Banks, mortgage REITs and asset managers) has resulted in flexibility in use and output, which is unmatched in the market.

Our Leadership

Our management team at TPG has a proven track record in the development, implementation, and management of our financial software systems. Their background, expertise, and successful history shape our company's strategic vision through research and development, maintain service quality standards, and drive business growth opportunities.

Customer Services

The decision to convert to a new system can be daunting, but TPG’s expert implementation services ensure the process is tailored to every customer’s specific requirements. TPG assigns a dedicated Project Manager to the implementation project, who works closely with you, to define requirements, deliverables, and milestones.


Help Desk Support

Product support to resolve issues and provide problem resolution and mini training sessions.

Support is available by phone, email, and an online portal.

Consulting Services

Provide business and technical evaluation and integration.

Web based or onsite services to work with you in many different capacities.

Professional Services

Product Implementation services are provided from project planning, delivery and installation, data migration, reconciliation, training and testing, through live production.

We are there to continue to provide you with support.


Training is available both remote, on site on your premises or at TPG offices.

Individual or group sessions are provided, these days mostly via web-based sessions.

Custom Development

TPG has the ability to work with your team to customize our solution to fit your operating needs, providing a semi-customized solution that is fully supported.

TPG can create your custom reports, file extracts and imports, utilities, database scripts, etc.


Provide free web-based sessions that cover various topics relating to our products, including accounting issues, regulatory issues, etc.

Ready for a Test Drive?

Connect with a Sales Representative to Arrange a Demo of TPG Workstation