How to Analyze a Prospect's Portfolio Before the First Proposal
Learn how financial advisors can analyze a prospect's portfolio, identify meaningful risks, compare allocations and models, and turn the analysis into a stronger investment proposal.
Genesis Risk Monitor Blog
Insights on portfolio risk management, market analytics, and product workflows.
5 Best Portfolio Analysis Software for Financial Advisors and RIAs in 2026
Compare five of the best portfolio analysis software platforms for financial advisors and RIAs in 2026, including Genesis Risk Monitor, Kwanti, Nitrogen, Morningstar, and YCharts.
5 Best FactSet Alternatives for Financial Advisors and RIAs in 2026
Compare five leading FactSet alternatives for financial advisors and RIAs in 2026, including Genesis Risk Monitor, Kwanti, Morningstar Direct, YCharts, and Koyfin.
Portfolio Risk Analytics for Financial Advisors: The Complete Guide
The wealth management landscape is shifting. Discover the key portfolio risk analytics financial advisors need in their workflow — from VaR and Expected Shortfall to factor exposure and stress testing — to build objective risk narratives and close more business.
Expected Shortfall & Tail Risk Analytics: Beyond Standard Value at Risk
Expected Shortfall (Conditional VaR) measures tail risk beyond standard Value at Risk. Compare parametric, historical, and Monte Carlo VaR methods and learn why regulators prefer Expected Shortfall for extreme market regimes.
Portfolio Risk Analytics Best Practices for Independent Investors: 5-Step Framework
Discover 5 portfolio risk analytics best practices for independent investors: forward-looking VaR (parametric, historical, Monte Carlo), Barra-style factor exposure, historical and custom stress testing, dynamic covariance monitoring, and systematic risk limits with automated alerts.