Genesis Risk Monitor helps financial advisors analyze client portfolios, compare them to model portfolios, and generate editable Word/PDF proposals.
Category
Finance
Pricing
Free tier plus four paid tiers (Starter, Advanced, Pro, Enterprise) billed monthly or annually under a 12-month commitment, with a 7-day trial on paid plans; Enterprise is custom-quoted.
Verified
Not yet
Last updated
August 6, 2026
SaaSFree PlanFree TrialDashboardReporting
Genesis Risk Monitor is a portfolio risk analytics and proposal-building platform built for independent financial advisors and registered investment advisors (RIAs). Advisors connect client and prospect brokerage accounts via a SnapTrade-powered integration covering 29 brokers (including Schwab, Fidelity, Interactive Brokers, E*TRADE, and Vanguard US), then analyze those portfolios for risk metrics such as Value at Risk, Expected Shortfall, volatility, maximum drawdown, and factor, sector, geographic, and currency exposure. Advisors can build their own model portfolios, compare client holdings against those models side by side, and run historical or custom scenario analysis to stress-test performance under different market conditions. The Proposal Builder turns this analysis into fully editable, brandable client-facing documents exportable to Word or PDF, replacing manual spreadsheet work. The platform explicitly does not provide investment, legal, tax, or accounting advice and positions itself as an analytical tool that supports advisor judgment rather than a robo-advisor.
Key Features
Broker-connected portfolio intake — Connects to 29 brokers and exchanges via SnapTrade with a read-only authentication handoff, pulling client holdings in without manual CSV imports.
Portfolio risk analytics — Calculates Value at Risk, Expected Shortfall, volatility, maximum drawdown, and factor, sector, geographic, and currency exposure for connected portfolios.
Model portfolios — Lets advisors build and manage their own target-allocation model portfolios for comparison against client and prospect holdings.
Portfolio comparison — Compares client or prospect portfolios side by side against advisor-selected models across allocation, exposure, concentration, risk, and performance.
Scenario analysis — Runs historical and custom market scenarios to stress-test portfolio performance under different conditions.
Proposal Builder — Turns portfolio analysis into fully editable, brandable client proposals with charts and tables, exportable to Word or PDF.
Pros & Cons
Pros
Connects directly to 29 brokers via SnapTrade, removing manual CSV imports and spreadsheet reconciliation
Combines deep risk analytics (VaR, Expected Shortfall, drawdown, factor/sector/currency exposure) with client-ready proposal generation in one workflow
Free tier and a 7-day trial on paid plans let advisors evaluate the platform before committing to an annual term
Scenario analysis and model-portfolio comparison support a genuine advisory workflow rather than just reporting
Cons
Paid plans require a 12-month annual commitment, which limits short-term flexibility
Proposal volume and broker-connection counts are capped per tier (e.g. 300 proposals on the Pro plan), so high-volume practices may need Enterprise pricing
Enterprise pricing is not published and requires contacting sales
Explicitly does not provide investment, legal, tax, or accounting advice, so it supplements rather than replaces an advisor's own judgment