Genesis Risk Monitor
HQ Address
71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom
Website Address
Business introduction
From portfolio analysis to better investment conversations
Turn prospect and client portfolios into clear analysis, side-by-side model comparisons and editable, client-ready proposals in one connected workflow
Genesis Risk Monitor is a wealth technology platform designed to help financial advisors analyze portfolios, compare investment strategies and create client-ready proposals within one connected workflow.
The platform brings together portfolio analytics, model comparison and proposal creation, helping advisors move from a prospect or client’s existing holdings to a clear investment conversation without relying on disconnected analytics tools.
Genesis Risk Monitor Solutions
Advisor Workflow
Advanced analytics Review allocation, concentration, performance, risk and portfolio exposures before a client or prospect conversation. Advisor-created model portfolios Create, manage, compare and reuse the firm's model portfolios Portfolio and model comparison Compare a client or prospect portfolio directly with the model selected by the advisor. Review differences across allocation, drift, exposure, drawdown and other......
