Build a structured proposal with narrative, charts, tables, and advisor-controlled sections, then export it to Word or PDF.
Carry the completed portfolio analysis and comparison into a professional document. Shape the narrative, sections, tables, charts, branding, and templates around the conversation, then request an editable DOCX or PDF delivery.
Genesis Risk Monitor Proposal Builder turns portfolio analysis and comparison into an editable client proposal with narrative, charts, tables, saved templates, and firm branding, exported to Word (DOCX) or PDF. It is included on the Pro and Enterprise plans. Recommendations and suitability stay with the advisor.
Organize an established proposal workflow with headings, narrative, tables, charts, and repeatable sections.
Edit the document, apply saved templates and branding, and keep the explanation aligned with your advice process.
Request Word or PDF output for review and delivery when the document is ready.
Bring the findings from portfolio analysis and model comparison into a proposal structure that gives the client conversation a clear beginning.
Shape the document around the advice you are presenting. Edit narrative sections and arrange charts and tables so the explanation remains readable.
Use saved templates and firm branding to create a repeatable proposal process while keeping the content under advisor control.
Prepare a durable client document in the format your process requires. Review the exported file before sharing it with the client.
Review the portfolio evidence and identify the findings that belong in the client discussion.
Add relevant current-versus-model differences and assumptions to the proposal context.
Choose the document sections and arrange the narrative, tables, and charts.
Edit language, apply saved templates and branding, and add advisor context.
Request a Word or PDF export for review and delivery.
Use the finished document as a durable record for the next client conversation.
A proposal is strongest when it reflects the evidence you reviewed. Start with Analyze, compare a model, or explore the advisor workflow.
The established proposal workflow supports editable narrative, document sections, tables, charts, templates, and branding.
Yes. Export to Word (DOCX) to keep editing the narrative, tables, and disclosures outside the platform, or to PDF when the document is ready to deliver.
Yes. Company branding and saved templates are included on Pro and Enterprise, while the proposal narrative, sections, charts, and tables stay under advisor control.
Bring in holdings through a supported read-only broker connection, upload supported data, or build the portfolio directly in Genesis Risk Monitor.
No. It provides the analytical evidence and the document. Recommendations, suitability, and client decisions stay with the advisor and the firm.
Pro includes Proposal Builder with 300 proposals. Enterprise includes unlimited proposals. Proposal Builder is not part of the lower plans.
Start with the evidence, compare the model you choose, and prepare the client-ready proposal.