Portfolio risk analytics & proposal software

See Risk Clearly. Advise With Confidence.

Portfolio risk analytics and proposal software built for independent financial advisors and RIAs. Analyze client and prospect portfolios, uncover the risks that matter, compare portfolios with your models, and turn your analysis into fully editable proposals.

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Genesis Risk Monitor portfolio risk dashboard with cross-asset volatility heatmap, key risk indicators, and stress test scenarios

Get your portfolio data from 20+ brokerages

One connected advisor workflow

From Portfolio Analysis to Client-Ready Proposal

Portfolio analysis should lead somewhere. Genesis connects the steps between understanding a portfolio and presenting your analysis—so you can move from a client or prospect portfolio to a professional proposal without rebuilding your work across disconnected tools.

Analyze

Understand portfolio risk, allocation, exposures, concentration, and historical behaviour.

Portfolio analysis workspace illustration

Compare

Compare existing portfolios with your models and see how risk, allocation, exposure, and performance differ.

Portfolio comparison workspace illustration

Propose

Turn your analysis into a fully editable proposal built around the client conversation.

Analyze. Compare. Propose.

Analyze

See What Is Really Driving Portfolio Risk

A portfolio can appear diversified while still carrying concentrated, correlated, or hidden exposures. Genesis gives financial advisors and RIAs a deeper view of portfolio risk—helping you understand what is actually shaping portfolio behaviour beyond holdings and headline performance.

Turn complex portfolio analytics into clearer insights for the conversations that matter.

Portfolio risk metricsValue at Risk, Expected Shortfall, volatility, beta, Sharpe ratio, and maximum drawdown.
Concentration and exposure analysisConcentration, sector, country, currency, and factor exposures in one view.
Scenario analysis and stress testingTest portfolios against historical regimes and custom shocks.
Factor and correlation insightsUnderstand the drivers and relationships shaping portfolio behaviour.
Portfolio backtestingReview how portfolios would have behaved through past markets.

Explore Portfolio Risk Analytics

Portfolio risk analytics view showing risk score, Value at Risk, volatility, drawdown, and correlation analytics

Compare

Bring Your Investment Approach Into the Analysis

Your models represent how you think portfolios should be constructed. Genesis brings that investment approach directly into the analysis.

Create and manage model portfolios, define target allocations, backtest strategies, and compare client or prospect portfolios against your models. Make the comparison clear before the conversation begins.

Build your modelsCreate reusable model portfolios around your investment strategies and target allocations.
Compare portfoliosReview existing and model portfolios side by side across risk, allocation, exposure, and performance.
Understand the differenceIdentify the changes that matter and bring clearer context into client and prospect discussions.

Explore Model Portfolios

Allocation view comparing portfolio weights against model portfolio target allocations

Propose

Turn Portfolio Analysis Into a Fully Editable Proposal

The analysis is already done. You should not have to rebuild it somewhere else. Genesis lets you move directly from portfolio analytics and model comparisons into a professional, client-ready proposal.

Customize the narrative, add your own content, and restructure the document around the conversation. Then export the finished proposal to Word or PDF.

Start with the analysisUse the portfolio and insights already inside Genesis instead of starting from a blank document.
Make it your ownEdit the proposal like a real document rather than being limited to a fixed report template.
Keep data connectedBring portfolio data, charts, risk metrics, and allocation analysis directly into the proposal without recreating the work.
Export without lock-inExport the finished proposal to Word or PDF for sharing, further editing, or your existing workflow.

Explore the Proposal Builder

Proposal builder showing a fully editable client proposal document with portfolio analytics and charts

Why Genesis

Analytics Should Not End With a Dashboard

Finding an insight is only the beginning. Genesis connects portfolio analysis to what comes next—understand the portfolio, compare it with your investment approach, and turn the analysis into something you can actually use in the client conversation. Instead of moving between analytics tools, spreadsheets, presentations, and document editors, Genesis brings the workflow together.

Analyze the portfolio.

See the risks, exposures, and behaviour that matter.

Compare the alternatives.

Understand how the portfolio differs from your models.

Present the analysis.

Turn the work into a fully editable proposal.

Analyze. Compare. Propose.One connected workflow from portfolio to proposal.

Built for advice

Portfolio Analytics Software Designed Around the Advisor Workflow

Genesis is built for independent financial advisors and RIAs that want deeper portfolio analytics without adding more disconnected steps to their process.

Portfolio risk analytics, model comparison, client organization, and proposal creation—connected around the way advisors actually work.

See Genesis for Financial Advisors

Analyze Prospect Portfolios

Understand what a prospect actually holds before the first proposal.

Review Client Portfolios

Uncover risks that may not be visible from holdings alone.

Build Your Model Portfolios

Create and manage the models that represent your investment approach.

Compare Against Your Approach

See how existing portfolios differ from your models across risk, allocation, and exposure.

Create the Proposal

Turn the analysis into a professional proposal without leaving the platform.

FAQ

Common questions from advisors evaluating Genesis.

These are the questions independent financial advisors and RIAs usually ask before moving portfolio analysis, model comparison, and proposal creation into one connected workflow.

Need a workflow-specific answer?Talk through your setup

Who is Genesis Risk Monitor built for?

Genesis Risk Monitor is portfolio risk analytics and proposal software built for independent financial advisors, RIAs, and wealth management professionals who want deeper portfolio analysis connected directly to client-ready proposals.

What does the Analyze, Compare, Propose workflow mean?

Analyze means understanding portfolio risk, allocation, exposures, concentration, and historical behaviour. Compare means reviewing client or prospect portfolios against your own model portfolios. Propose means turning that analysis into a fully editable client proposal without rebuilding the work in another tool.

What portfolio risk analytics are included?

Genesis measures portfolio risk with metrics including Value at Risk, Expected Shortfall, volatility, beta, Sharpe ratio, and maximum drawdown, alongside concentration, sector, country, currency, and factor exposure analysis, scenario analysis and stress testing, correlation insights, and portfolio backtesting.

Can I compare client portfolios against my model portfolios?

Yes. You can create and manage model portfolios, define target allocations, backtest strategies, and compare existing client or prospect portfolios against your models across risk, allocation, exposure, and performance.

Can proposals be edited and exported?

Yes. Proposals in Genesis are fully editable documents rather than fixed report templates. You can bring portfolio data, charts, and analytics into the document, customize the narrative and structure, and export the finished proposal to Word or PDF.

Is this investment advice?

No. Genesis Risk Monitor provides calculations, visualizations, and structured workflows. Users remain responsible for reviewing data quality, assumptions, interpretation, and the decisions taken from the analysis.

Get started

Turn Your Next Portfolio Analysis Into a Better Client Conversation

See the portfolio more clearly. Compare the alternatives. Present your analysis with confidence. Bring portfolio risk analytics, model portfolios, and proposal creation into one connected workflow built for financial advisors and RIAs.

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Start your free trial and see how Genesis fits your workflow.