Advisor platforms
Genesis Risk Monitor vs StratiFi for Financial Advisors
StratiFi documents risk questionnaires, a 1–10 PRISM risk score, branded proposals, e-signed investment policy statements, compliance monitoring, and AI statement extraction. Genesis Risk Monitor focuses on quantitative portfolio evidence, advisor-selected model comparison, and editable Word or PDF proposals.
A useful comparison starts with the decision
StratiFi is a broad risk, proposal, and compliance platform priced per firm and account. Genesis Risk Monitor is a focused portfolio risk analytics and proposal tool for advisors who want explicit risk measures and document-level control.
Compares risk analysis, proposals, IPS, compliance, data intake, and pricing as documented on public pages; excludes trading, CRM, and claims not stated by either vendor.
Where the documented workflows differ
| Capability | Genesis Risk Monitor | StratiFi |
|---|---|---|
| At a glance | ||
| Best for | Quantitative portfolio risk and editable proposals | Risk alignment, proposals, IPS, and compliance in one platform |
| Risk approach | VaR, Expected Shortfall, drawdown, concentration, factors, scenarios | PRISM 1–10 score from volatility, correlation, tail risk, beta, concentration |
| Pricing model | Published monthly plans; Proposal Builder from Pro at $138.99/month | Annual firm plans from $5,995 with account limits |
| Risk analysis | ||
| Risk tolerance questionnaire | Genesis Risk Monitor measures the portfolio; client risk profiling and suitability stay with the advisor. | AdvisorIQ assesses risk willingness and risk capacity, with behavioral check-ins over time. |
| Portfolio risk measures | Volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk, and Expected Shortfall. | PRISM scores portfolios from 1 to 10 using volatility, correlation, tail risk, beta, and concentrated stock risk. |
| Factor exposure | Factor exposure and correlation views. | Fama-French three-factor analysis. |
| Stress testing | Supported historical and custom scenarios. | Stress testing of portfolios during market events. |
| Proposals and documents | ||
| Current versus proposed | The advisor creates and selects the model compared with the current portfolio. | Compares current holdings against models and alternatives, including factor exposure and risk attribution. |
| Proposal output | Editable narrative, tables, charts, templates, and branding, exported to Word (DOCX) or PDF. | Branded templates with firm logos, colors, and disclosures, plus shared templates and approval workflows. The export format is not stated on the reviewed pages. |
| Investment policy statements | Not part of the documented Genesis Risk Monitor workflow. | PolicyIQ builds IPS documents from proposal data and collects e-signatures. |
| Firm operations | ||
| Compliance monitoring | Not part of the documented Genesis Risk Monitor workflow. | ComplianceIQ monitors accounts for share class, concentration, and suitability issues. |
| Portfolio data intake | Read-only broker connections where supported, imports, and manual entry. | Custodian and platform integrations, holdings upload, and AI extraction from statements. |
Who may fit each workflow
Genesis Risk Monitor
Consider Genesis Risk Monitor for VaR, Expected Shortfall, concentration, factors, scenarios, advisor-selected model comparison, and editable Word or PDF proposals.
- Advisors who want explicit risk measures rather than a single score
- Solo advisors and small teams who prefer a monthly plan
- Teams needing editable Word or PDF proposals
Bounded portfolio evidence
Genesis Risk Monitor keeps allocation, risk, scenarios, factors, and current-versus-model analysis in the same review workflow.
Editable proposal documents
Proposals stay editable after export to Word, so advisors can adjust the narrative and disclosures outside the platform.
StratiFi
Consider StratiFi when risk-tolerance questionnaires, a single portfolio risk score, IPS e-signature, and firm-wide compliance monitoring belong in one platform.
- Firms that need a risk tolerance questionnaire and IPS e-signature
- Compliance teams monitoring accounts across many advisors
Risk alignment and compliance in one platform
StratiFi connects risk questionnaires, PRISM risk scores, proposals, e-signed IPS documents, and account-level compliance monitoring.
Pricing and commercial scope
StratiFi: Annual plans from $5,995 (Essential), $16,995 (Premium), and $39,995 (Platinum). StratiFi lists unlimited licenses with 500, 1,500, and 4,000 included accounts; additional account packs are available.
Vendor pricing source review: .
Frequently asked questions
How does Genesis Risk Monitor differ from StratiFi?
StratiFi combines risk questionnaires, a 1–10 PRISM risk score, proposals, IPS e-signature, and compliance monitoring. Genesis Risk Monitor focuses on explicit portfolio risk measures, advisor-selected model comparison, and editable Word or PDF proposals.
Does Genesis Risk Monitor include a risk tolerance questionnaire?
No. Genesis Risk Monitor measures portfolio characteristics. Client risk profiling, recommendations, and suitability stay with the advisor.
How is StratiFi priced?
StratiFi publishes annual plans of $5,995, $16,995, and $39,995 with unlimited licenses and 500, 1,500, or 4,000 included accounts, as reviewed on 2026-10-25.
How this comparison was prepared
Public StratiFi product and pricing pages were compared with Genesis Risk Monitor product scope; no authenticated product testing or independent risk-model benchmark was performed.
Original page review: . Current capability and scope review: .
Genesis Risk Monitor sources
- Platform overview Reviewed
- Portfolio risk analytics Reviewed
- Model portfolios Reviewed
- Portfolio comparison Reviewed
- Proposal Builder Reviewed
- Broker integrations (Help Center) (opens in a new tab) Reviewed . Read-only where supported; imports and manual entry remain available.
- Pricing Reviewed
StratiFi sources
- StratiFi platform overview (opens in a new tab) Reviewed
- StratiFi AdvisorIQ risk alignment (opens in a new tab) Reviewed
- StratiFi PrismIQ multi-factor risk analysis (opens in a new tab) Reviewed
- StratiFi InvestIQ investment proposals (opens in a new tab) Reviewed
- StratiFi PolicyIQ investment policy statements (opens in a new tab) Reviewed
- StratiFi ComplianceIQ monitoring (opens in a new tab) Reviewed
- StratiFi OperationsIQ document extraction (opens in a new tab) Reviewed
- StratiFi integrations (opens in a new tab) Reviewed
- StratiFi pricing and FAQ (opens in a new tab) Reviewed . Published annual list prices; account packs and terms may vary.
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See the evidence on your own portfolio
Analyze a portfolio, compare it with the model you choose, and prepare an editable proposal.