PRODUCTS

PORTIA v9.0

Offering clients:

  • Complex Asset Module
  • Investment Ledger
  • Hedge Manager/Analyzer
  • Real Time Profit/Loss
  • Insurance -Schedule D

Thomson PORTIA v9.0 expands the scope of what PORTIA can do for an enterprise, allowing new business to be brought onto the system while also supporting more of the requirements of the middle to back office. Core functional improvements have been made in areas such as advanced accounting allowing managers to comply with the latest business requirements. Support for a number of new multi-currency security types and asset classes have also been added. Learn more.


Announcing PORTIA eReports

A Solution For Enterprise Wide High Presentation Quality Client Reporting Over The Web

In today's competitive market, Investment Managers face increasing pressures from their clients to deliver friendly, easy to understand reports in a timely manner. PORTIA eReports is a web-based enterprise reporting platform that provides advanced data retrieval, presentation, and delivery capabilities for your client reporting needs.
Learn more.


PORTIA Solutions Journal

Creating Report Workflows: Looking up Report IDs

Truncation Calculations

Redenomination of Venezuelan Bolivar

Important notice to all IDC Remote Plus users!

The latest release of IDC Remote Plus, version 3.0, will be certified with PORTIA 7.0B and future PORTIA releases. When upgrading to PORTIA 7.0B clients will need to upgrade to Remote Plus, version 3.0 as well. IDC Remote Plus version 3.0 is not compatible with PORTIA 6.0I. Clients should remain on the current version of IDC Remote Plus until they plan an upgrade to PORTIA 7.0B. Also note, IDC will not be supporting UNIX in Remote + version 3.0 or subsequent releases.

Platform Updates

Click here to learn about the latest platform certification activities.

The PORTIA Desktop

Click here to learn about the PORTIA Desktop - a view of PORTIA for the front office.

RESOURCES

PORTIA Online Support

Access our online support, or request an online support login.
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