---
description: Learn more about Portfolio Genius price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and 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, Reviews & Features - Capterra South Africa 2026
---

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

# Portfolio Genius

Canonical: https://www.capterra.co.za/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**.

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## 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**: US$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

## Support Options

- Chat

## Category

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

## Related Categories

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

## Alternatives

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

## Links

- [View on Capterra](https://www.capterra.co.za/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> |

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