Edit what the client sees
Edit the narrative, structure, charts, tables, supported custom pages, company branding, disclosures, and final delivery approach.
Financial advisor proposal software
Turn Portfolio Analysis Into a Fully Editable Client Proposal
Genesis Risk Monitor helps financial advisors and RIAs start with portfolio analysis and advisor-created model comparison rather than a blank template. Carry the relevant evidence into an editable investment proposal, control the narrative and structure, and export to Word or PDF. The advisor selects the model and controls the final communication; Genesis Risk Monitor does not provide investment advice.
Editable investment proposal workflow
Keep the evidence connected from portfolio review to final export.
- 01
Select the portfolio
Start with a client or prospect portfolio and the completed portfolio evidence.
- 02
Choose the model
The advisor selects the advisor-created model used for comparison.
- 03
Build the proposal
Carry findings, comparison evidence, charts, and tables into an editable document.
- 04
Edit for the client
Control the narrative, structure, custom pages, branding, disclosures, and final communication.
- 05
Export
Continue editing in Word or provide the finished proposal as a PDF.
Portfolio evidence first
Start with the analysis already used for the conversation.
Carry relevant risk findings, allocation, exposure, performance, charts, and advisor-created model-comparison evidence into the document rather than rebuilding it in a disconnected template. This wealth management proposal software workflow preserves context while leaving the document editable.
Advisor-controlled document
Shape the proposal around the client conversation.
Keep responsibility clear
Genesis Risk Monitor does not recommend investments or select the model. The advisor retains control of the model, interpretation, proposed approach, and client communication.
Genesis Risk Monitor Pro
Proposal Builder Is Included With Genesis Risk Monitor Pro
Pro is the advisor plan for client and prospect portfolios, advisor-created models, portfolio comparison, and editable proposal preparation.
- Scenario analysis
- Proposal Builder
- Client portfolios
- Model Portfolios
- Comparison
- Up to 300 proposals
- Editable proposal content, custom pages, and company branding
- Word and PDF export
Related workflow
Proposal Builder is one part of the connected Genesis Risk Monitor platform.
See the broad portfolio analytics and proposal software features, the financial advisor workflow, advisor-owned model portfolios, and portfolio comparison evidence before comparing Genesis Risk Monitor plans.
Proposal Builder commercial questions, answered directly.
Clear answers about trial access, Pro-plan capabilities, editable documents, and advisor control.
Which Genesis Risk Monitor plan includes Proposal Builder?
Proposal Builder is included with Genesis Risk Monitor Pro, the advisor plan. The pricing page lists Pro plan limits and included proposal capabilities.
Can financial advisors try Proposal Builder before subscribing?
Yes. Financial advisors can start a Pro free trial to evaluate the connected portfolio-analysis, model-comparison, and editable proposal workflow before subscribing.
Can advisors apply their own company branding?
Yes. Genesis Risk Monitor Pro includes company branding for proposals, so advisors can apply their own firm context to the client-ready document.
Can advisors add custom pages?
Yes. Genesis Risk Monitor Pro includes the ability to add custom proposal pages, allowing the advisor to control the structure and supporting information included for a client.
Can an exported Word proposal continue to be edited?
Yes. Word export produces an editable document, so the advisor can continue refining narrative, disclosures, or firm-specific material after export.
Does Genesis Risk Monitor select a model or provide investment advice?
No. The advisor creates and chooses the model used in a comparison. Genesis Risk Monitor provides analytics and editable document tools; it does not provide investment advice, recommendations, or automated model selection.
Get started
Turn the next portfolio review into an editable proposal.
Use connected portfolio evidence, keep the model selection and narrative under advisor control, and export the final document to Word or PDF.