From portfolio
to proposal
Analyze the portfolio, compare it with your models, and continue the work in a client-ready proposal.
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, exposure, performance, concentration, and scenarios for a client or prospect portfolio in one clear view.
Compare the portfolio with your own models
Measure an existing portfolio against the advisor-created models you manage. You choose the model; Genesis Risk Monitor does not select or recommend it.
A proposal your client can keep
Carry the completed analysis into an editable, client-facing document with sections, narrative, tables, and charts. Finish in Word or PDF.
Start with the portfolio you already have
Import holdings, connect portfolio data from 20+ brokerages through read-only connections, or build the portfolio directly in Genesis Risk Monitor.
Start with the free plan
Explore market data, research, and basic portfolio analysis for free. Upgrade when you need the complete advisor workflow.
One workflow from portfolio to proposal
Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work
Start with the portfolio
you already have
- Bring in a client or prospect portfolio, or build one directly in Genesis Risk Monitor
- Connect supported brokerage accounts through read-only connections
- Keep client accounts and holdings ready for the next review
Start with the portfolio
you already have
- Bring in a client or prospect portfolio, or build one directly in Genesis Risk Monitor
- Connect supported brokerage accounts through read-only connections
- Keep client accounts and holdings ready for the next review
Security and
data practices
Built for advisors who work with sensitive client and portfolio information. Brokerage connections are read-only, and production data is hosted in EU-based data centers.
Visit the Trust Center
Security and
data practices
Built for advisors who work with sensitive client and portfolio information. Brokerage connections are read-only, and production data is hosted in EU-based data centers.
Visit the Trust CenterEU-hosted infrastructure
Read-only brokerage access
Encrypted in transit
Resource-level authorization
Bring your next portfolio conversation into focus
Analyze the portfolio, compare it with your models, and prepare an editable proposal without rebuilding the work.