Genesis Risk Monitor connects
Portfolio analytics, advisor-created model comparison, research context, and proposal preparation.
Portfolio analysis software for financial advisors
Analyze, Compare, and Propose in One Advisor Workflow
Genesis Risk Monitor is portfolio risk analytics and proposal software for independent financial advisors and RIAs. Analyze client and prospect portfolios, compare them with advisor-created models, and turn the completed work into an editable Word or PDF proposal.
Connected advisor workflow
Move from a prospect or client portfolio to a client-ready proposal.
- 01
Import or build
Import a client or prospect portfolio, use read-only brokerage-connected holdings, or build positions directly in Genesis Risk Monitor.
- 02
Analyze
Review portfolio risk, allocation, concentration, exposure, performance, backtests, and supported scenarios.
- 03
Compare
Compare the portfolio with the advisor-created model selected for the conversation.
- 04
Propose
Carry the relevant evidence into an editable proposal with advisor-controlled narrative and structure.
- 05
Export
Export the completed client proposal to an editable Word document or a PDF.
Analyze
Prepare portfolio evidence before the client conversation.
Review asset allocation, concentration, Value at Risk (VaR), Expected Shortfall, volatility, maximum drawdown, factor, sector, geographic and currency exposure, performance, attribution, backtesting, historical scenarios, and supported custom scenarios. VaR estimates a loss threshold for a confidence level; Expected Shortfall estimates the average loss beyond that threshold.
Compare
Compare the portfolio with the model the advisor selected.
Advisors create and manage their own models, then choose which model to use in a comparison. Genesis Risk Monitor can keep supported allocation, exposure, concentration, risk, performance, and scenario evidence connected to the same review. It does not recommend, select, or endorse the model.
Propose
Turn portfolio findings into an editable client proposal.
Carry portfolio findings and model-comparison evidence into the proposal, then edit narrative and sections, include charts and tables, add supported custom pages and company branding, and export the completed document to Word or PDF.
Advisor use cases
Support recurring portfolio conversations without rebuilding the evidence.
Prospect portfolio reviewStart from the portfolio a prospect brings to the conversation.
Existing client portfolio reviewRevisit risk, exposure, performance, and changes in context.
Model portfolio comparisonShow the differences against the model selected by the advisor.
Proposal preparationMove completed findings into an editable client document.
Evaluating other advisor platforms? Compare financial advisor and RIA software across risk, models, proposals, and implementation scope.
Clear scope
Genesis Risk Monitor connects the analysis and proposal work. It does not replace the advisor’s judgment.
Genesis Risk Monitor does not replace
CRM, billing, custody, trading, order management, comprehensive financial planning, advisor judgment, or regulated investment advice.
Financial advisor portfolio analysis questions, answered directly.
Practical answers for independent advisors and RIAs evaluating connected portfolio analytics and proposal software.
What is portfolio analysis software for financial advisors?
Portfolio analysis software for financial advisors helps RIAs review client and prospect portfolios using metrics such as allocation, concentration, risk, exposure, performance, and scenarios. Genesis Risk Monitor connects this portfolio evidence with advisor-created model comparison and editable proposal preparation.
Can Genesis Risk Monitor analyze a prospect portfolio?
Yes. Advisors can import or build a prospect portfolio, analyze its supported risk and exposure characteristics, compare it with an advisor-created model, and carry the relevant findings into an editable proposal.
Can advisors create their own model portfolios?
Yes. Genesis Risk Monitor supports advisor-created model portfolios. Advisors create, manage, and choose the model used for each comparison and remain responsible for the proposed approach and client communication.
Does Genesis Risk Monitor recommend which model portfolio to use?
No. Genesis Risk Monitor does not select or recommend a model portfolio, provide investment advice, or automate an investment recommendation. The advisor controls model selection, interpretation, disclosures, and the final client communication.
Can Genesis Risk Monitor compare a client portfolio with an advisor-created model?
Yes. Genesis Risk Monitor can compare a client or prospect portfolio with an advisor-created model across supported allocation, exposure, concentration, risk, performance, and scenario outputs. That comparison evidence can continue into the proposal workflow.
Can portfolio analysis flow into a client proposal?
Yes. Relevant portfolio findings and model-comparison evidence can be carried into a fully editable proposal. Advisors can edit narrative and sections, include charts and tables, apply supported branding, and export to Word or PDF.
Which Genesis Risk Monitor plan is designed for financial advisors?
Genesis Risk Monitor Pro is the advisor plan. It includes client and prospect portfolios, advisor-created model portfolios, portfolio comparison, scenario analysis, Proposal Builder, editable content, custom pages, company branding, and Word and PDF export within the plan limits shown on pricing.
Does Genesis Risk Monitor replace CRM or financial-planning software?
No. Genesis Risk Monitor connects portfolio analytics, model comparison, research context, and proposal preparation. It is not a CRM, custodian, billing platform, trading or order-management system, or a comprehensive financial-planning suite.
Get started
Bring the next portfolio conversation into focus.
Analyze the portfolio, compare it with the model you choose, and prepare the client-ready proposal in one connected workflow.