Investment Performance Reporting for Financial Advisors: What to Include
Learn what an investment performance report should include, from cash flows and benchmarks to risk context, methodology, advisor narrative, and next steps.
Genesis Risk Monitor Blog
Insights on portfolio risk management, market analytics, and product workflows.
5 Best YCharts Alternatives for Financial Advisors in 2026
Compare the best YCharts alternatives for financial advisors and RIAs across investment research, portfolio analytics, risk analysis, models, proposals, reports, and client presentations.
5 Best Kwanti Alternatives for Financial Advisors in 2026
Compare five leading Kwanti alternatives for financial advisors, with a focus on portfolio analytics, risk analysis, model comparisons, investment research, and advisor workflows.
From Prospect Portfolio to Client Proposal: The Complete Financial Advisor Workflow
Learn the complete financial advisor workflow for turning a prospect portfolio into a professional client proposal, from holdings analysis and risk assessment to model comparison and proposal creation.
Portfolio Reporting Automation for Financial Advisors: A Controlled Workflow
Learn how financial advisors can automate portfolio reporting while preserving data quality, review controls, narrative ownership, disclosures, and client-specific context.
How to Compare Investment Funds Beyond Performance: An Advisor Due-Diligence Framework
Learn how financial advisors can compare investment funds across mandate, benchmark, holdings, overlap, concentration, factors, downside risk, costs, and portfolio fit.