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Portia Thomson Financial Software Solutions Company and Product Information Page

Thomson Financial Software Solutions

Address: 22 Thomson Place; Boston, MA 02210
Contact Name/Title:
Melissa Bacon; Sales and Marketing Support Specialist
Phone Number: 617.856.2700
Email Address: [email protected]
Web Address: www.TF-SoftwareSolutions.com

Company Background:
Thomson Financial Software Solutions is a premier provider of investment management and bank treasury software products and consulting services. An industry leader for more than a decade, Thomson Financial Software Solutions offers flexible, workflow solutions that leverage advanced and proven technologies, enabling over 600 clients worldwide to achieve their business goals. Thomson Financial Software Solutions currently has eleven offices around the world, including Boston, Buenos Aires, Frankfurt, Hong Kong, London, Melbourne, Mexico City, Sao Paulo, Singapore, Sydney and Tokyo. For more information, visit www.TF-SoftwareSolutions.com.

Company Executive Team:
Gail Schulman, President Marcia Nizzari, Chief Technical Office
Jonathan Underhill, Group Managing Director, Investment Management Solutions

Company Financial Performance:

Product Name & Description:
PORTIA® is the investment industry's most powerful and comprehensive portfolio management system, automating the trading, analysis, and operations of more than 400 money managers in 40 countries, managing more than US $3.9 trillion dollars in assets. PORTIA gives global money managers, insurance companies, bank trusts, plan sponsors, and corporate treasury departments a powerful front-to-back office tool for the management of investment portfolios. Our industry-proven solutions provide a complete front-to-back office paperless environment. Our flexible approach to portfolio management enables you to use PORTIA as a complete enterprise-wide solution – or as a core engine on which to build a customized solution tailored to your company's specific needs.
Product Price Range:
PORTIA generally starts at US$ 250,000.

Existing Clients:
Allianz of America, Inc. Howard Hughes Medical Institute
International Brotherhood of Teamsters Legg Mason Wood Walker
Oppenheimer Capital Management Standford University
STI Capital Management U.S. Bank

Strategic Partners:
Sybase, Microsoft among others.

Customer Support Provided:
With more than 130 service professionals worldwide, our client service is unrivaled in the industry, with wide-ranging resources and dedicated product experts serving clients 24-hours a day from support centers around the world. We work closely with clients to determine their requirements, configure solutions that match their operating style and needs, train their staff, and provide personalized service. Plus, we provide professional training and thorough and user-friendly documentation.

Upcoming Product Developments/Product Releases:
PORTIA was the first commercially available portfolio management system to incorporate client/server architecture with a relational database management system. Now we are investing substantial development resources to further evolve our technology that promises more interoperability and rapid deployment of new features and functionality. We are committed to providing the most effective, proven technologies so our customers can continue to rely on Thomson Financial Software Solutions and PORTIA for the future.

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