Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Genesis Risk Monitor
Portfolio risk analytics, model comparison and editable proposal builder for independent advisors and RIAs
London, GBgenesis-rm.com
What it does
Genesis Risk Monitor is portfolio analysis and proposal software for independent financial advisors and RIA teams, with lower-priced tiers also sold to individual investors. It joins portfolio risk review, comparison against an advisor's own models and proposal writing in one workflow.
Advisors load a client or prospect portfolio to review risk, exposure, concentration, performance and scenarios, including value-at-risk and expected shortfall. They then compare it with models they have built, and the tool does not choose or recommend a model. Findings carry into a fully editable proposal that exports to Word or PDF. The platform also includes market data, fundamentals and screeners, alerts, valuation, backtesting and read-only broker connections. Enterprise plans add multi-user roles, audit trail and version history.
The product is run by ABMS Software Limited in London, founded by Andrei Nedelcu and Marie Mifoumou. The Pro advisor plan is $138.99 per month, with free, Starter and Advanced tiers and custom Enterprise pricing.
Best for
- Serves
- RIAs
Features
- Portfolio risk and scenario analysis
- Value-at-risk and expected shortfall
- Comparison with advisor-built models
- Editable proposal builder with Word/PDF export
- Prospect portfolio analysis
- Multi-user roles and audit trail
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Free tier; Starter $28.99/month; Advanced $54.99/month; Pro (advisor plan) $138.99/month or $97.30/month billed annually; Enterprise custom; 7-day trial
- Deployment
- Cloud
Coverage from The Daily Network
Full coverage recordNo stories about Genesis Risk Monitor yet.
Follow Genesis Risk Monitor to get our reporting on it as it is published.
Other Data & research vendors
All alternatives to Genesis Risk Monitor
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
Koyfin
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote