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Ei Dynamics Block



Portfolio Genius

By TPG Software

Current Version: 8.05 
 
Product Description  

 

Portfolio Genius offers institutional investment portfolio and accounting solutions for the asset and liability sides of the balance sheet and is fully integrated with other TPG products. Performance, management, analysis, and reporting are all available real-time while processing transactions.


 
Contact Information
 
Website:
 
Support: phone: 713-974-1375
email: srotkiewicz@thegenius.com
 
Sales & Marketing: phone: 303-741-3025
email: cory.sokoloski@thegenius.com
 
Marketing
 
Target Customer Profile:  
Banks, Broker Dealers, Asset Managers
 
 
Download/Demo Available: Yes 
 
Average Price:   $30,000-99,999
(based on a single location: 1-5 users)
 
Target Business Size:   Enterprise (+ $100 million Revenue)
 
No. Installations: 100-500
 
Target Country(s):
Argentina
Brazil
Thailand
United States
 
Target Industry(s): Finance, Banking & Investment Services
 
Implementation/Support
 
Certification Program: Yes
 
Implementation Services: Recommended
 
Avg. Implementation Period: 1-3 Months
 
Support Services: Automated Phone Support
Context Sensitive Help within System
Email
Knowledge Base - Internet
News Group
On-site Consulting
Person to Person Phone Support
Printed Manuals
 
ASP/Hosted Solution: Yes
 
Technical
 
Client Operating
System(s):
Windows XP
Windows 7
Windows Vista
 
Server Operating
Systems(s):
Windows 2003
Windows 2008
 
Development Tools: Microsoft Visual Basic .Net
Microsoft Visual Studio .NET
 
Database(s) Supported: Microsoft SQL Server
 
User Interface: Windows
 
Customization: Yes
 
Industry Standards
Supported:
COM
XML
 
Business Functionality
 
General Classification: High-End Accounting
 
Functionality:
 
System Independence: Stand-a-Lone
 
 
Additional Information:  


 
 
This product integrates to the following other solutions...
 
Other solutions that integrate with this product...
 




Note: The vendor profile above for (Portfolio Genius
) is not written by Accounting Software 411. Information is provided and maintained by the vendor TPG Software and/or by third party sources. Accounting Software 411 confirms basic company data prior to posting a profile. The above information is not a review or endorsement by Accounting Software 411 of the product.



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