About Genesis Risk Monitor

Built for the Way Financial Advisors Analyze, Compare, and Communicate

Genesis Risk Monitor is a portfolio risk analytics and proposal software built for independent financial advisors and registered investment advisers (RIAs).

Genesis Risk Monitor connects portfolio analysis, portfolio risk analytics, advisor-created model comparison, investment research, and editable client proposals so advisors can carry reviewed work from one part of the advisory workflow to the next.

Our Mission

Make advanced portfolio analysis easier to use in the advisory workflow.

Our mission is to help independent financial advisors and RIAs save time and make advanced portfolio analysis easier to use throughout the advisory workflow.

Genesis Risk Monitor brings portfolio analysis, portfolio risk analytics, advisor-created model comparison, investment research, and proposal preparation closer together. The aim is to reduce unnecessary movement between disconnected tools and reduce the need to rebuild the same analysis manually, while keeping professional judgment with the advisor.

Our Vision

A more accessible, practical, and efficient future for advisor analysis.

Our vision is to make advanced portfolio analysis more accessible, practical, and efficient for independent financial advisors and RIAs.

Advisor technology should reduce the time spent moving between disconnected tools, recreating analysis, preparing client materials, and re-entering the same information. That gives advisors more time to review client needs, exercise professional judgment, prepare recommendations, communicate with clients, and run their advisory practice.

Why Genesis Risk Monitor Exists

Less fragmented work, less time rebuilding analysis.

Independent financial advisors and RIAs often use separate systems for portfolio analysis, risk analytics, investment research, model portfolio comparison, proposal preparation, and client communication. Each system can solve part of the work while the overall process still requires information to be moved, re-entered, or rebuilt.

Genesis Risk Monitor exists to connect that analytical workflow. 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 less time rebuilding analysis and more time for reviewing client needs, exercising professional judgment and running the advisory practice.

See the financial advisor workflow

Leadership

Who is Behind Genesis Risk Monitor

Genesis Risk Monitor was founded by Andrei Nedelcu and Marie Mifoumou. The co-founders bring complementary product, financial research, technology, and long-term customer relationship perspectives to the practical workflow of independent financial advisors and RIAs.

Portrait of Andrei Nedelcu, Co-founder of Genesis Risk Monitor

Co-founder

Andrei Nedelcu

Andrei is Co-Founder of Genesis Risk Monitor, where he leads product vision and strategic direction. His work combines financial research, product strategy, and technology, with a focus on turning complex portfolio and market analysis into practical tools for financial professionals.

As Co-Founder, Andrei shapes the long-term direction of Genesis Risk Monitor, sets product priorities, and guides the development of new capabilities. His approach centers on understanding where technology can improve the advisor workflow, from portfolio analysis and model comparison to research and client communication.

Portrait of Marie Mifoumou, Co-founder of Genesis Risk Monitor

Co-founder

Marie Mifoumou

Marie is Co-Founder of Genesis Risk Monitor and brings extensive experience in long-term client relationships within B2B and enterprise software environments. Her background centers on understanding customer needs, managing long-term client relationships, and helping organizations get measurable value from the software they adopt.

At Genesis Risk Monitor, Marie brings that customer-first perspective to the way the company works with financial advisors. Her work includes understanding day-to-day workflows and onboarding requirements and shaping a product experience around how advisory firms actually work.

Analyze → Compare → Propose

A connected path from portfolio review to client communication.

  1. 01

    Analyze

    Understand portfolio risk, allocation, exposure, concentration, performance, and supported scenarios.

  2. 02

    Compare

    Compare a client or prospect portfolio with an advisor-created model across supported allocation, exposure, risk, and performance evidence. The advisor chooses the model.

  3. 03

    Propose

    Carry reviewed findings and comparison evidence into a fully editable client proposal, then export to Word or PDF.

Press & Recognition

External coverage of Genesis Risk Monitor.

External coverage provides a record of how Genesis Risk Monitor is being discussed in the advisor technology market. This section distinguishes industry coverage from endorsements, awards, and customer reviews.

T3 Technology Hub

Genesis Risk Monitor Launches Integrated Portfolio Analysis and Proposal Workflow for Financial Advisors

T3 Technology Hub covered the expansion of Genesis Risk Monitor's advisor platform, including a connected workflow for portfolio analysis, risk identification, model comparison, and proposal creation.

Read the article on T3 Technology Hub, opens in a new tab

For independent financial advisors and RIAs

See How Genesis Risk Monitor Fits the Advisor Workflow

Explore how Genesis Risk Monitor connects portfolio analysis, advisor-created model comparison, and editable proposals while keeping model selection, professional judgment, and final client communication with the advisor.

Company identity

A clear company and product identity.

Genesis Risk Monitor is operated by ABMS SOFTWARE LIMITED, company number 17008180, incorporated in the United Kingdom.

Product
Genesis Risk Monitor
Legal entity
ABMS SOFTWARE LIMITED
Company number
17008180
Registered/incorporated in
United Kingdom
Primary audience
Independent financial advisors and registered investment advisers (RIAs)
Product category
Portfolio risk analytics and proposal software