---
description: Get information about Portfolio Genius price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Portfolio Genius Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Portfolio Genius](/software/95808/portfolio-genius)

# Portfolio Genius

Canonical: https://www.capterra.in/software/95808/portfolio-genius

> Integrated suite of investment accounting \& risk management that helps manage purchases, principal redemptions, sales, and more.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Portfolio Genius?

Designed for medium to large enterprises, it is an on-premise solution that helps manage and process principal redemptions, purchases, sales, and payments across investment/liability securities.

## About the vendor

- **Company**: TPG Software
- **Founded**: 1991

## Commercial Context

- **Starting Price**: $5,000.00
- **Pricing model**: Flat Rate
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Client Management
- Compliance Tracking
- Portfolio Analysis
- Portfolio Management
- Risk Management Software

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)
- [Financial Risk Management Software](https://www.capterra.in/directory/20009/financial-risk-management/software)
- [Hedge Fund Software](https://www.capterra.in/directory/10060/hedge-fund/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.in/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Unity](https://www.capterra.in/software/1036792/unity) — 5.0/5 (3 reviews)
3. [Backstop](https://www.capterra.in/software/169054/backstop) — 4.3/5 (46 reviews)
4. [Allvue](https://www.capterra.in/software/122634/allvue-systems) — 5.0/5 (1 reviews)
5. [PackHedge](https://www.capterra.in/software/164389/packhedge) — 4.9/5 (11 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/95808/portfolio-genius)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/95808/Portfolio-Genius/> |
| en-AE | <https://www.capterra.ae/software/95808/portfolio-genius> |
| en-AU | <https://www.capterra.com.au/software/95808/portfolio-genius> |
| en-CA | <https://www.capterra.ca/software/95808/portfolio-genius> |
| en-GB | <https://www.capterra.co.uk/software/95808/portfolio-genius> |
| en-IE | <https://www.capterra.ie/software/95808/portfolio-genius> |
| en-IL | <https://www.capterra.co.il/software/95808/portfolio-genius> |
| en-IN | <https://www.capterra.in/software/95808/portfolio-genius> |
| en-NZ | <https://www.capterra.co.nz/software/95808/portfolio-genius> |
| en-SG | <https://www.capterra.com.sg/software/95808/portfolio-genius> |
| en-ZA | <https://www.capterra.co.za/software/95808/portfolio-genius> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra India","address":{"@type":"PostalAddress","addressLocality":"Mumbai","addressRegion":"MH","postalCode":"400051","streetAddress":"Gartner India Research & Advisory Services Pvt. Ltd. Raheja Towers 2nd Floor C-30 G- Block Bandra East Mumbai 400051 India"},"description":"Capterra India helps businesses find the best software. With verified reviews, prices & features, our interactive tool makes software selection fast & easy.","email":"info.india@gartner.com","url":"https://www.capterra.in/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.in/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/@CapterraIndia"]},{"name":"Portfolio Genius","description":"Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a \"silo\"  approach to data management.","url":"https://www.capterra.in/software/95808/portfolio-genius","@type":"SoftwareApplication","@id":"https://www.capterra.in/software/95808/portfolio-genius#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.in/#organization"},"offers":{"price":"5000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Windows"},{"@type":"FAQPage","@id":"https://www.capterra.in/software/95808/portfolio-genius#faqs","mainEntity":[{"name":"What Is Portfolio Genius?","@type":"Question","acceptedAnswer":{"text":"Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a \"silo\"approach to data management.","@type":"Answer"}},{"name":"Who Uses Portfolio Genius?","@type":"Question","acceptedAnswer":{"text":"Designed for medium to large enterprises, it is an on-premise solution that helps manage and process principal redemptions, purchases, sales, and payments across investment/liability securities.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Portfolio Genius","position":3,"item":"/software/95808/portfolio-genius","@type":"ListItem"}],"@id":"https://www.capterra.in/software/95808/portfolio-genius#breadcrumblist"}]}
</script>