Genesis Risk Monitor

Genesis Risk Monitor is a portfolio risk analytics and proposal platform built for independent financial advisors and RIAs. Analyze client and prospect portfolios, uncover risks across concentration, correlation, exposure and other key portfolio metrics, compare portfolios with advisor-created models, and turn the analysis into professional, client-ready proposals. Genesis connects portfolio analysis and proposal creation in one streamlined workflow. Advisors can move from an imported prospect portfolio to a fully editable, data-connected proposal without rebuilding their analysis across multiple tools. The proposal builder gives advisors the flexibility to customize content directly within the platform, combine portfolio data with charts and insights, and export completed proposals to PDF or Word. From understanding a portfolio to presenting the analysis, Genesis Risk Monitor helps advisors work more efficiently, communicate portfolio risk more clearly, and create stronger client and prospect conversations. See Risk Clearly. Advise With Confidence.