Consolidate your investment information and meet all your processing and reporting requirements with a single application
Benefit from our experience. Thomson Reuters PORTIA® is a powerful and comprehensive investment accounting system, which automates the trading, analysis, and operations of more than 300 money managers in 60 countries, managing more than $15 trillion in assets.
Thomson Reuters PORTIA® is highly scalable and provides investment managers with powerful and flexible tools to manage the daily transaction activity of portfolios and report to management and clients.
PORTIA® gives money managers, insurance companies, bank trusts, plan sponsors, hedge funds and corporate treasury departments a powerful front to back-office tool for the management of investment portfolios.
With PORTIA, you can:
Scale your workflow to handle any volume of transactional data
Customize each end-user's workflow
Support your firm's global asset coverage
Measure performance, attribution and risk
Produce internal and client reporting
Make smarter decisions when reporting and analyzing portfolio returns
Why choose PORTIA?
Seamlessly integrate with other systems to support mission-critical data needs up- and down-stream creating a powerful solution that meets your current and evolving needs.
Settle trades with ease through Omgeo, which offers the elegant simplicity of connecting to custodians for notification and reconciliation.
Report on portfolio holdings and generate a wide range of standard reports, or create tailored reports to meet your clients' specific needs.
