TPG Software, Inc.

Portfolio Genius

Portfolio Genius provides full coverage of the fixed income and liability instruments in your portfolio, including accuracy in accrual, accretion and amortization in conformity with the current, Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS), accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities.


Composite Score


CX Score


Emotional Footprint


Likeliness to Recommend



Reports on iPad

Portfolio Genius Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

Portfolio Genius has a product scorecard to explore each product feature, capability, and so much more.

  • Net Promoter Score and Planned Renewal Rates
  • Feature and Vendor Capability Breakdown
  • Version and Module Satisfaction Levels
  • Comparisons by Organization Size, Usage, and Role

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