About Us
PORTIA is the industry's premier middle-to-back office solution, automating the operations of more than 200 investment managers in over 40 countries worldwide. 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.
PORTIA Outsourcing Services manages and services some or all of your middle-to-back office operation, letting you better allocate resources and control costs. By outsourcing your operations, your resources can focus on value-added services that grow your business and strengthen your client relationships.
- 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 Thomson Reuters 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)
- Leverages Thomson Reuters operational expertise in accounting, reconciliation, performance measurement, client reporting and data management
- Utilizes a proven, reliable and secure solution designed to meet the middle-to-back office operational requirements of asset managers
- Provides a customized, flexible solution to meet your unique requirements and standards
- Maximizes internal resource productivity and lowers your operational and technical
overhead, which ultimately increases your profitability - Helps you focus on your core mission of managing money
Contact Us
Americas & EMEA Sales
Tom Hind, Managing Director
Tel: +1 617 856 2700 (Americas)
Tel: +44 207 542 1765 (EMEA)
Asia Sales
Matt Baldwin, Managing Director
Tel: +852 3762 3636
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Reference Materials
- PORTIA Overview 1.62MB
- PORTIA CENTRE fact sheet 242KB
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