Genesis Risk Monitor connects
Portfolio analytics, advisor-created model comparison, research context, and proposal preparation.
Portfolio Analytics & Proposal Software
One Connected Platform to Analyze, Compare, and Propose.
Genesis Risk Monitor brings portfolio risk analytics, advisor-created model comparisons, research, and fully editable proposals into one workflow for financial advisors and RIAs. It is software for preparing analysis and client communication—not an investment-advice or recommendation engine.
Connected workflow
From portfolio inputs to a client-ready proposal.
- 01
Import or Build
Start with a client or prospect portfolio, connected holdings, or positions entered directly in Genesis Risk Monitor.
- 02
Analyze
Review portfolio risk, allocation, concentration, performance, and scenario results.
- 03
Compare
Compare the current portfolio with the advisor-created model selected for the conversation.
- 04
Propose
Carry the relevant evidence into an editable client proposal.
- 05
Export
Finish in an editable Word document or a client-ready PDF.
Analyze
Portfolio risk analytics for the evidence behind each conversation.
Review portfolio allocation, concentration, Value at Risk (VaR), Expected Shortfall, volatility, drawdown, factor, sector, geographic and currency exposure, performance, attribution, backtesting, stress testing, and scenario analysis. Add fundamentals and macro context when the review calls for it.
Compare
Compare the current portfolio with the model selected by the advisor.
Create and manage model portfolios, then compare a current client or prospect portfolio with the advisor-created model chosen for that conversation. Review supported allocation, exposure, concentration, risk, performance, and scenario differences without implying that Genesis Risk Monitor selects or recommends the model.
Propose
Carry completed analysis into an editable proposal.
Keep connected portfolio and model-comparison evidence available as the proposal takes shape. Advisors can edit narrative and document structure, include charts and tables, add supported custom pages and company branding, then export the completed proposal to Word or PDF.
Clear scope
Genesis Risk Monitor connects the analysis and proposal work. It does not replace the advisor’s judgment.
Genesis Risk Monitor does not replace
CRM, billing, custody, trading, order management, comprehensive financial planning, advisor judgment, or regulated investment advice.
Supporting capabilities
Supporting the workflow without becoming separate product pillars.
Use client and prospect portfolios, model portfolios, read-only broker-connected holdings, fundamentals and filings, macro context, market data and charting, configurable workspaces, and enterprise controls around the same core workflow.
Who Genesis Risk Monitor serves
Start with the advisor workflow, then route to the right context.
Product questions, answered directly.
Clear product facts for advisors and RIAs evaluating connected portfolio analytics and proposal software.
What is Genesis Risk Monitor?
Genesis Risk Monitor is portfolio risk analytics and proposal software for independent financial advisors and RIAs. It helps users analyze portfolios, compare them with advisor-created models, and prepare editable client proposals.
Who is Genesis Risk Monitor built for?
Genesis Risk Monitor is built for independent financial advisors and RIAs, while also supporting individual investors, analysts, and investment teams that need connected portfolio analytics and research workflows.
What portfolio risks can Genesis Risk Monitor analyze?
Genesis Risk Monitor can analyze allocation, concentration, Value at Risk (VaR), Expected Shortfall, exposure, volatility, drawdown, performance, attribution, backtests, and supported historical and custom scenarios.
Can Genesis Risk Monitor compare portfolios with model portfolios?
Yes. Advisors can create and manage their own model portfolios, select the model used for a comparison, and review supported allocation, exposure, concentration, risk, performance, and scenario differences.
Can Genesis Risk Monitor create editable proposals?
Yes. Portfolio and model-comparison evidence can continue into an editable proposal with narrative, document structure, charts, tables, custom pages, and company branding where included in the advisor workflow.
Does Genesis Risk Monitor provide investment recommendations?
No. Genesis Risk Monitor is software for analytics and proposal preparation, not an investment-advice or automated recommendation engine. The advisor controls model selection, interpretation, narrative, disclosures, and final communication.
Can portfolios be connected from brokerages?
Genesis Risk Monitor supports read-only brokerage-connected holdings alongside imported and manually built portfolios. Brokerage connectivity provides portfolio data; it does not enable trading or order management.
Can proposals be exported to Word and PDF?
Yes. Completed proposals can be exported to an editable Word document or a PDF, so advisors retain control over the final client communication.