A repeatable portfolio conversation for your RIA
Analyze the portfolio, compare it with an advisor-owned model, and prepare an editable proposal.
One process for every client and prospect review
Give every review the same structure: analyze the portfolio, compare it with an advisor-owned model, and prepare an editable proposal. Each advisor manages their own models and templates, and interpretation and client decisions stay in the practice.
Built around how
your practice already works
Advisor-owned models
Create and maintain models in your advisor account, then select one in Portfolio Comparison when a discussion calls for it.
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Saved proposal templates
Keep proposal structure and branding repeatable while advisors control the narrative, charts, and tables.
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Clients and households
Group client accounts into households in the advisor workspace. Analytics and model comparisons stay at the portfolio level.
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Read-only portfolio data
Bring in supported brokerage holdings through read-only connections, or import and build portfolios directly.
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from review to proposal
Analyze in context
Review allocation, concentration, risk, exposure, performance, and scenarios.
Use your own models
Choose the advisor-owned model that belongs in the comparison.
Explain the differences
Show holdings, allocation, risk, drift, and performance side by side.
Prepare the proposal
Carry the evidence into an editable document with your templates.
Your firm keeps the judgment
Genesis Risk Monitor provides the analytical evidence. Interpretation, recommendations, suitability, and client decisions stay with the advisor and the firm.
What Genesis Risk Monitor provides
- Portfolio analytics
- Portfolio comparison
- Model-portfolio management
- Risk calculations
- Research context
- Proposal preparation
- Exportable documents
What it does not provide
- Investment advice or recommendations
- Automatic model selection
- Suitability determinations
- Trading or custody
- Legal, tax, or accounting advice
- Comprehensive financial planning
Build a clearer firm workflow
Talk with us about Enterprise and RIA plans. Individual advisors can start with the Advisor Program.