Compare a current portfolio with an advisor-selected model across allocation, holdings, risk, exposures, performance, and benchmark context.
Select the model that fits your conversation, then make the differences visible. Portfolio Comparison helps you discuss drift, concentration, risk, exposure, performance, and assumptions without implying that the platform chooses a suitable model.
Genesis Risk Monitor Portfolio Comparison shows a current portfolio beside an advisor-created model across holdings, allocation, risk, exposure, drift, fees, and performance. The advisor chooses the model; Genesis Risk Monitor does not select or recommend it, and it does not execute trades.
Keep the current portfolio neutral and make the advisor-selected model easy to inspect beside it.
Compare allocations, holdings, exposures, risk measures, performance, and benchmark context.
Review target weights, equal-weight models, drift, and fee assumptions as part of the discussion.
Keep the current portfolio as the reference point and place the advisor-selected model alongside it. The visual comparison makes the conversation concrete without presenting a recommendation.
Move beyond a headline return. Review allocation, concentration, risk, exposure, performance, and benchmark context together.
Use target weights, equal-weight assumptions, drift, and fee assumptions to explain what drives the comparison.
The comparison supports an advisor-led discussion. It does not select a model, determine suitability, or execute trades.
Review the current portfolio’s structure, risk, exposure, and performance first.
Choose the advisor-created model or model portfolio for the comparison.
Set the comparison assumptions, including targets, equal weights, and applicable fees.
Read side-by-side differences in holdings, allocation, risk, exposure, and performance.
Use drift and concentration differences to structure the client conversation.
Carry the relevant evidence into an editable proposal when the conversation is ready.
Use the comparison as a decision aid, then continue into the editable proposal workflow or review the wider advisor platform.
No. The advisor selects the model used in the comparison. Genesis Risk Monitor presents the differences and supporting evidence.
Yes. The comparison can include target or equal-weight assumptions, portfolio drift, and fee assumptions where those inputs are available.
No. Portfolio Comparison is an analysis and discussion workflow. It does not execute trades, provide suitability determinations, or move assets.
Start with the evidence, compare the model you choose, and prepare the client-ready proposal.