Create and maintain advisor-owned model portfolios with holdings, target weights, assumptions, and the context needed for a client discussion.
Start with the model structure you want to discuss. Keep holdings and weights current, and duplicate an existing model when a new variation needs a clear starting point.
A model is useful when its inputs are clear. Check holdings, target weights, benchmark and fee assumptions, and rebalance context where those inputs are available.
Select the advisor-created model when comparing it with a current portfolio. The comparison keeps the model selection and interpretation with the advisor.
When the comparison answers the next question, move the relevant evidence into the editable proposal workflow for client communication.
Model Portfolios gives advisors a structured place to create and maintain the models they use in analysis. Review the holdings and assumptions, then use the selected model in Portfolio Comparison when the conversation calls for it.
Explore Portfolio Comparison
Create, edit, and duplicate models as your investment approach evolves.
Define holdings with target weights or use equal-weight assumptions where appropriate.
Review model readiness, benchmark context, fee assumptions, and rebalance assumptions where supported before comparing.
Create the model here, analyze the current portfolio, compare the two, and prepare the evidence for a client conversation.
Advisors create and maintain their models and select which model to use in a comparison. Genesis Risk Monitor does not choose or recommend a model.
Yes. Models can use target weights or equal-weight assumptions where supported by the workflow.
No. Model Portfolios and Portfolio Comparison support analysis and discussion. They do not execute trades or determine suitability.
Create the model, compare it with the current portfolio, and prepare the client-ready proposal.