Genesis Risk MonitorHelp Center

Workflow Tools

Create and Manage Proposals

Create, edit, preview and export client-ready investment proposals from a portfolio workflow.

workflowProposalsDocumentsClient ReviewWord ExportPDF

Proposals turns portfolio analysis into an editable client document without leaving Genesis Risk Monitor.

Proposals page showing client proposal documents and workflow controls

Create a proposal

Start a new proposal from the proposal workflow.
Select the portfolio the proposal should use.
Choose a proposal template.
Add an optional benchmark and advisor fee information where relevant.
Let Genesis Risk Monitor prepare the draft, then review and edit the document.
Preview the final proposal and export it in the available document formats.

Proposal Builder
Client portfolios
Compare
Word export
PDF export