Import or Build the Portfolio
Start with a client or prospect portfolio using imported holdings, a read-only brokerage connection, or positions entered directly in Genesis.
Wealth Management Proposal Software
Turn Portfolio Analysis Into a Fully Editable Client Proposal
Carry portfolio findings, model comparisons, charts, and supporting narrative into an editable document that can be reviewed, customized, and exported to Word or PDF.
Connected Proposal Workflow
Start With Portfolio Evidence, Not a Blank Template.
Genesis connects the completed analysis to the client document. This wealth management proposal software workflow carries relevant risk findings, allocation, exposure, performance, and model comparisons forward without rebuilding the evidence in a separate template.
- Portfolio findingsCarry relevant risk, allocation, exposure, and performance analysis into the proposal.
- Connected chartsUse portfolio visuals and comparisons without rebuilding them in another application.
- Consistent evidenceKeep the document aligned with the analysis used during the portfolio review.
- Client-ready contextExplain what the numbers mean inside the narrative of the proposal.
Editable Client Document
Shape the Proposal Around the Client Conversation.
Edit the narrative, structure, tables, charts, and supporting content so the final proposal reflects the advisor's analysis, communication style, and intended client conversation.
- Editable narrativeReview and rewrite the proposal language before delivery.
- Flexible structureOrganize sections around the portfolio review and proposed approach.
- Portfolio visualsInclude relevant charts, tables, and comparisons.
- Document exportContinue working in Word or produce a presentation-ready PDF.
Advisor Workflow
From Portfolio Review to Client-Ready Proposal
Keep the analysis, comparison, and document preparation connected from the first portfolio review to the final exported proposal.
Analyze Portfolio Risk
Review allocation, concentration, exposures, performance, risk metrics, historical behaviour, and scenario sensitivity.
Compare With Advisor-Created Models
Measure the existing portfolio against the models you create and choose for the client conversation.
Build and Edit the Proposal
Carry relevant findings and comparisons into the document, then customize the narrative, structure, charts, and tables.
Export to Word or PDF
Continue editing the proposal in Word or deliver a polished PDF for the next client discussion.
FAQ
Common Questions About Proposal Software for Financial Advisors
Practical answers for advisors and RIAs evaluating an analysis-connected proposal workflow.
Want to evaluate the workflow?Book a Proposal Builder demo
What is wealth management proposal software?
Wealth management proposal software helps financial advisors turn portfolio analysis, supporting evidence, and a proposed investment approach into a structured client-facing document. Genesis connects that proposal workflow directly to portfolio analytics and model comparison. Explore the connected portfolio risk analytics.
How is Genesis different from a generic proposal template?
A generic template starts with an empty document. Genesis begins with the portfolio analysis, charts, findings, and model comparisons already used in the advisor workflow, while keeping the proposal narrative and structure editable.
Can Genesis proposals be edited?
Yes. Advisors can review and edit the proposal narrative, structure, tables, charts, and supporting content before export.
Can proposals be exported to Word?
Yes. Genesis supports DOCX export so the proposal can continue as an editable Word document after it leaves the platform.
Can proposals be exported to PDF?
Yes. The completed proposal can be exported to PDF for review, presentation, or delivery.
Can I compare a client portfolio with my model portfolio?
Yes. Advisors can create and manage their own model portfolios and compare a client or prospect portfolio across allocation, exposure, risk, and performance. See the broader financial advisor workflow.
Does Genesis select or recommend the model portfolio?
No. The advisor creates and chooses the model used in the comparison. Genesis provides calculations, visualizations, comparisons, and document tools; it does not select the investment strategy.
Does Genesis provide investment advice?
No. Genesis Risk Monitor is a software and analytics platform. Users remain responsible for reviewing the data, assumptions, interpretation, proposed approach, and final client communication.
Research Links
Further Reading on Advisor Proposals and Portfolio Analysis
Explore practical guidance on connecting portfolio analysis, model comparison, and proposal preparation when evaluating investment proposal generation software.
Why Editable Investment Proposals Matter for Financial Advisors
Learn why editable investment proposals matter for financial advisors and RIAs, and how flexible proposal software can improve customization, efficiency, and prospect conversations.
How to Analyze a Prospect's Portfolio Before the First Proposal
Learn how financial advisors can analyze a prospect's portfolio, identify meaningful risks, compare allocations and models, and turn the analysis into a stronger investment proposal.
10 Portfolio Risk Metrics Every Financial Advisor Should Understand
Learn 10 essential portfolio risk metrics financial advisors can use to analyze client portfolios, identify hidden risks, compare models, and improve portfolio conversations.
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Turn the Next Portfolio Review Into an Editable Proposal.
Analyze the portfolio, compare it with your models, and continue the completed work in a client-ready Word or PDF proposal.