90 days of complimentary Pro access to build your advisor workflow
Guided onboarding, portfolio and model import help, template setup where applicable, and direct support while you put the workflow into practice.
No credit card. No automatic conversion. No commitment.
Practical help from first import to first proposal
Six steps over 90 days, with direct support from the Genesis Risk Monitor team throughout.
- 01
Intro call
Start with a guided conversation about your practice, portfolios, and the advisor workflow you want to build.
- 02
One portfolio
Bring in one client or prospect portfolio and review the available data before interpreting results.
- 03
Your model
Import or create an advisor-owned model and use it to make the comparison conversation concrete.
- 04
Your proposal
Set up workflow and proposal templates where applicable, then carry relevant evidence into an editable document.
- 05
Own client cases
Use the workflow with your own client or prospect cases while direct support is available.
- 06
Practical feedback
Share what worked and discuss the independent, individual, or Enterprise/RIA plan that fits after 90 days.
For advisors building a repeatable portfolio conversation
The program is for independent RIAs, small firms, portfolio advisors, and advisors working with held-away or prospect portfolios and advisor-owned models.
Explore the financial advisor workflowQuestions about the program
Can I use my own models and templates?
Yes. The program can help you bring in advisor-owned models and set up workflow and proposal templates where applicable.
Can I import a prospect portfolio?
Yes. We can discuss importing a prospect portfolio or starting with a portfolio you build directly in Genesis Risk Monitor.
Can I create editable proposals?
Yes. The Propose workflow supports editable client proposals with narrative, charts, tables, and Word or PDF delivery.
Do broker connections remain read-only?
Yes. Supported brokerage connections are read-only; Genesis Risk Monitor cannot place trades or move funds.
What does the 90-day complimentary Pro offer include?
It includes guided onboarding, help importing portfolios and models, workflow and proposal template setup where applicable, and direct support during the program.
Do I need a credit card or commitment?
No. The program does not require a credit card and does not create an automatic conversion after 90 days.
What happens after the program?
After 90 days, we can discuss the independent, individual, or Enterprise/RIA plan that fits your needs. Any next step is a separate conversation.
Ready to build your advisor workflow?
Tell us where you want to start and we will arrange the next conversation.