about us
Connecting the advisor's
analytical workflow.
Genesis Risk Monitor brings portfolio analysis, model comparison,
and proposal preparation closer together for independent advisors and RIAs.
Less rebuilding,
more advising
Advisors can analyze a client or prospect portfolio, compare it with an advisor-created model, review investment research, and carry supported evidence into an editable proposal. Less fragmented work means more time for client needs and professional judgment.
01
Analyze. Understand portfolio risk, allocation, exposure, concentration, performance, and supported scenarios.
02
Compare. Compare a client or prospect portfolio with an advisor-created model. The advisor chooses the model.
03
Propose. Carry reviewed findings into a fully editable client proposal, then export to Word or PDF.
Our mission
Save advisors time on portfolio analysis
Help independent financial advisors and RIAs save time and make advanced portfolio analysis easier to use throughout the advisory workflow, while keeping professional judgment with the advisor.
Our vision
Advanced analysis, made practical
Make advanced portfolio analysis more accessible, practical, and efficient, so advisors spend less time moving between disconnected tools and more time on client needs.
Why we exist
One connected analytical workflow
Advisors often use separate systems for analysis, research, model comparison, and proposals. Genesis Risk Monitor connects that workflow so analysis does not have to be rebuilt.
The team behind Genesis Risk Monitor
Genesis Risk Monitor was founded by Andrei Nedelcu and Marie Mifoumou, who bring complementary product, financial research, technology, and long-term customer relationship perspectives to the practical workflow of independent advisors and RIAs.
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Andrei Nedelcu
Co-founder
Leads product vision and strategic direction, combining financial research, product strategy, and technology to turn complex portfolio and market analysis into practical tools for financial professionals.
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Marie Mifoumou
Co-founder
Brings extensive experience in long-term client relationships in B2B and enterprise software, shaping a product experience around how advisory firms actually work.
Industry coverage, listed separately from endorsements, awards, and customer reviews.
- Company
- ABMS SOFTWARE LIMITED
- Company number
- 17008180
- Registered office
- 71-75 Shelton Street
Covent Garden
London
WC2H 9JQ
United Kingdom - Contact
- info@genesis-rm.com
See how Genesis Risk Monitor fits the advisor workflow
Explore how portfolio analysis, advisor-created model comparison, and editable proposals connect, while model selection and client communication stay with the advisor.