PORTIA provides software and services to investment management firms around the world. Whether it be investment accounting, fund accounting, performance measurement and attribution and/or client reporting for your global assets, we have the industry's premier solutions to meet your needs.
PORTIA Outsourcing Services business provides options to outsource some or all of your firm's mid-to-back office needs. Services are customized to meet your requirements and service levels.
Our proven expertise in investment accounting is recognized by more than 200 investment managers in over 40 countries worldwide.
Information Services Group (ISG) (NASDAQ: III) is a leading technology insights, market intelligence and advisory services company, serving more than 500 clients around the world to help them achieve operational excellence. ISG supports private and public sector organizations to transform and...
First Rate® provides investment performance measurement and analysis solutions to the wealth management industry. The First Rate Performance Solution is a truly scalable, Web-based suite of applications that allows investment firms to calculate accurate rates of return, better analyze the...
PeopleKeys® is the thought leader in DISC personality assessment. They’ve turned over 35 years of experience in DISC publication and assessment into customizable solutions for your company. Using the power of personality to unlock people’s potential, PeopleKeys’ DISC helps you to benchmark...
THE INDUSTRY’S MOST TRUSTED ACCOUNTING SOLUTION Providing an enterprise-wide solution, Thomson Reuters PORTIA gives investment managers across the globe the tools to manage daily transaction activity and efficiently report it to management, clients and regulators. In addition, flexible... Read more
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