--- title: "Portfolio Genius Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Portfolio Genius Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/95808/Portfolio-Genius/" page_type: "product" language: "en" --- # Portfolio Genius Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Portfolio Genius ## What is Portfolio Genius? 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. ## What is Portfolio Genius used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5000 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Portfolio Genius?[Manage this product listing](https://www.g2.com/products/portfolio-genius/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Portfolio Genius 0.0 VS. [### Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting Price $5000 Flat Rate, Per Month Starting Price $3500 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 5.0 (3) Value For Money 0.0 (0) Value For Money 5.0 (3) Customer Service 0.0 (0) Customer Service 5.0 (3) ## Portfolio Genius alternatives [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/122634/Allvue-Systems/) [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164389/PackHedge/) [AlternativeSoft](https://www.capterra.com/p/79218/AlternativeSoft/) [4.6 (14)](https://www.capterra.com/p/79218/AlternativeSoft/reviews/) Starting price $8000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79218/AlternativeSoft/) ## FAQs about Portfolio Genius Overview ### What company size and specific industries is Portfolio Genius built for? Portfolio Genius is designed for medium to large enterprises that need on-premise support for managing and processing principal redemptions, purchases, sales, and payments across investment and liability securities. It is best suited to organizations in financial services, investment management, or other securities-focused operations. Features and Usability ### What are the key features of Portfolio Genius? Portfolio Genius offers portfolio management and portfolio accounting, with portfolio analysis, portfolio modeling, and rate of return analysis for investment oversight. It also includes risk management tools such as stress tests, credit risk management, and operational risk management, plus compliance management, audit trail, real-time reporting, and general ledger functions. Getting Started and Support ### What customer support options does Portfolio Genius offer? Portfolio Genius provides chat support. No reviewer feedback is available on support experience, so user perceptions of response times, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features AI summary Based on 877 Hedge Fund reviews Capterra reviewers point to the following as the features buyers value most when comparing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Portfolio Genius focuses on other capabilities that reviewers also rate as important, including **Portfolio Management** (**40%**). This feature gives teams a clearer view of asset allocation, account oversight, and portfolio organization, helping businesses monitor holdings more effectively and make more informed investment decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Audit Trail A record of all activities within the system, including user access, changes made, etc. Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Client Management Manage contact details and communication with clients Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Compliance Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. Portfolio Genius 22 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Data Management: Ability to handle large datasets - For Hedge Funds: Designed for Hedge Funds - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investment Accounting: Carries out investment accounting - Investment Management: Manage and handle financial assets as well as other investments. - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Real-Time Reporting: Active reporting of data and metrics - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Get Advice We can help you find the software with the features you need. ## Pricing Basic $5,000 Flat Rate,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.