Generate branded and professional client proposals, stress-test and backtest portfolios, access real-time market data and much more
Spend less time on manual preparation and more time with your clients.
Use Proposal Builder, export options, professional templates, custom branding, auto-generated charts, and PDF-ready outputs to create polished client portfolio proposals faster.
Use real-time market data with websocket integration plus direct connections to SEC Edgar and FRED so reporting, market context, and portfolio analysis all work from the same source of truth.
Genesis Risk Monitor offers configurable dashboards with plugins so advisors and analysts can work from Proposal Builder, VaR and CVaR, backtests, scenario analysis, screeners, market dashboards, and company analysis in one place.
Genesis Risk Monitor works best when every review starts from consistent inputs, moves through clear analytics, and ends in a format the user can revisit.
Start from connected accounts, market feeds, SEC Edgar, and FRED so every review begins with consistent data.
Use VaR and CVaR, backtests, scenario analysis, screeners, market dashboards, and company analysis to frame the portfolio clearly.
Turn the same analysis into branded proposals with charts, export options, and client-ready presentation materials.
Use reusable dashboards and workflows so more time goes to client conversations and less to manual preparation.
Start with an all-in-one advisor workspace for proposals, risk analytics, live market data, and professional dashboards.
