PORTIA is the industry's premier middle-to-back office solution, automating the operations of more than 200 investment managers in over 40 countries. PORTIA revolutionizes how you approach your day-to-day operations by providing an open, flexible, and high-performing system that supports an efficient workflow and streamlined operation.

Key Benefits of PORTIA:

  • Supports global asset managers and their workflows from trade allocation through performance measurement for all securities and workflows
  • Leverages one solution to support asset management, investment / fund accounting and client reporting, thereby lowering system acquisition and operational costs significantly
  • Provides an open architecture to support integration with any system, including complete access to all data through a comprehensive query tool and powerful configuration options to support your unique business and workflow needs
  • Handles securities of all types in multiple base currencies, empowering your organization to operate and expand globally
  • Offers a full range of deployment options including: implementation in your environment, hosting in PORTIA data centers, complete business process outsourcing for your middle-to-back office operations, and component outsourcing (where you choose to outsource one or two aspects of your operations)

                                                     Reliable.Secure.Proven.SS&C PORTIA


Product and service specifications
• MS SQL Server
• Sybase
Language used
• C#
• C++
• Other
Operating system
• Solaris
• Windows 2003
• Windows 7
• Windows XP
Pricing structure
• Per seat
• Volume-based
User interface
investment management, portfolio management, asset management, PORTIA, back office, accounting