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Portfolio Risk Analytics & Proposal Software for Advisors

See Risk Clearly. Advise With Confidence.

Analyze client and prospect portfolios, uncover the risks that matter, compare them with your own models, and turn the completed analysis into a fully editable proposal.

Start FreeSee How It Works
Genesis Risk Monitor analysis workspace with risk and return metrics and a performance comparison chart
Genesis Risk Monitor portfolio allocation workspace with asset mix and style exposure analysis
Genesis Risk Monitor proposal editor with portfolio analysis, editable content, and Word and PDF export controls
Analyze, compare, and prepare the proposal in one connected workspace.

Connect portfolio data from 20+ brokerages

One Advisor Workflow From Portfolio to Proposal.

Analyze the portfolio, compare it with your models, and continue the work in a client-ready proposal.

Swipe to follow the workflow

  1. Import or build

    Bring in a client or prospect portfolio, or build one directly in Genesis Risk Monitor.

  2. Analyze

    Review risk, exposure, performance, concentration, and scenarios.

  3. Compare

    Measure the portfolio against the models you create and manage.

  4. Shape the proposal

    Continue the analysis in a fully editable client document.

  5. Export

    Finish in Word or PDF for the workflow and conversation ahead.

A proposal your client can keep.

The output is a working document, not another fixed dashboard or report. Start with portfolio evidence, shape the narrative around the client conversation, and export the finished proposal to Word or PDF.

Structure
Editable sections, narrative, tables, and charts
Evidence
Portfolio analysis and model comparisons
Delivery
Editable Word or presentation-ready PDF
Genesis Risk Monitor proposal workflow with portfolio analysis and an editable client document

The Portfolio Evidence Behind the Conversation.

Inspect the portfolio, then compare it with the models that reflect your own investment approach.

See What Is Driving Portfolio Risk.

Review risk, return, exposure, concentration, and drawdown together so the factors shaping the portfolio remain connected.

  • Risk metrics and drawdown
  • Allocation and concentration
  • Factor and currency exposure
  • Performance and attribution
  • Historical stress tests
  • Custom scenario analysis
Explore Risk Analytics
Genesis Risk Monitor analysis workspace with risk and return metrics and a performance comparison chart

Compare the Portfolio With Your Own Models.

Create and manage model portfolios, then compare a client or prospect portfolio with the approach you choose to bring into the conversation.

Advisor-created modelsGenesis Risk Monitor does not select or recommend the model.

Clear portfolio differencesCompare allocation, exposure, risk, and performance.

Explore Portfolio Comparison
Genesis Risk Monitor portfolio allocation workspace with asset mix and style exposure analysis

Built for the Portfolio Conversations That Shape Advice.

Use deeper portfolio analysis without adding another disconnected step to your advisor workflow.

Swipe to explore more advisor moments

Portfolio reviews

Bring risk, allocation, exposure, and performance into one clear review.

Risk conversations

Make concentration, drawdown, and scenario sensitivity easier to discuss.

Model comparison

Show how an existing portfolio differs from your own investment models.

Proposal preparation

Carry the completed analysis into an editable, client-facing document.

Questions advisors ask before getting started.

Clear answers about portfolio data, model comparison, proposals, and the role Genesis Risk Monitor plays.

Talk Through Your Workflow
Who is Genesis Risk Monitor built for?

Genesis Risk Monitor is portfolio risk analytics and proposal software for independent financial advisors and RIAs who want to connect portfolio analysis with client-ready proposals.

What does the Analyze, Compare, Propose workflow mean?

Analyze means reviewing portfolio risk, allocation, exposure, concentration, and historical behaviour. Compare means measuring a client or prospect portfolio against models the advisor creates and chooses. Propose means carrying that work into a fully editable client proposal.

What portfolio risk analytics are included?

Genesis Risk Monitor includes Value at Risk, Expected Shortfall, volatility, beta, Sharpe ratio, and maximum drawdown, alongside concentration, exposure, scenario, stress-testing, correlation, and backtesting analysis.

Can I compare client portfolios against my model portfolios?

Yes. Advisors create and choose their own model portfolios, then compare client or prospect portfolios against them across allocation, exposure, risk, and performance. Genesis Risk Monitor does not select or recommend the model.

Can proposals be edited and exported?

Yes. Genesis Risk Monitor proposals are fully editable documents with portfolio data, charts, and analytics. Advisors can customize the narrative and structure, then export the finished proposal to Word or PDF.

Is this investment advice?

No. Genesis Risk Monitor provides calculations, visualizations, and structured workflows, not investment advice. Advisors remain responsible for their models, assumptions, interpretation, and client recommendations.

Bring your next portfolio conversation into focus.

Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work.

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