# Portfolio Genius Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Portfolio Genius Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/95808/Portfolio-Genius

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# 

 Portfolio Genius Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$5000

Flat Rate, Per Month

Free trial  
not available

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Our "Best of" badge program showcases products with the highest ratings...

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Do you work for Portfolio Genius?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.tpgsoftware.com&name=Portfolio Genius)

## 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.

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting Price

$5000

Flat Rate, Per Month

Starting Price

$3000

Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (251)

Value For Money

0.0 (0)

Value For Money

4.0 (241)

Customer Service

0.0 (0)

Customer Service

4.4 (247)

## Portfolio Genius alternatives

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting price

$24000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

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/275057/Unity/)

[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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 Management

Track and manage adherence to policies for any service, product, process, or supplier

Portfolio Genius 19 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

A record of all activities within the system, including user access, changes made, etc.

Define and maintain business rules that determine workflow capabilities and criteria

Manage contact details and communication with clients

Track and trade contracts to transact in tangible goods at a certain price in the future

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Ability to handle large datasets

Designed for Hedge Funds

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage and handle financial assets as well as other investments.

Manage risk that occurs from systems failure or inadequate processes

Tracking and logging the performance, risks, gains and losses of investments

Measure and assess the performance of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Active reporting of data and metrics

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

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## Pricing

Basic

$5,000

Flat Rate,Per Month

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## 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

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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