What's new in Genesis Risk Monitor

Version 0.9.6 introduces Household 360, a new way for financial advisors to review investments across multiple portfolios belonging to the same household. This release also makes it easier to get started with a Pro trial and provides more flexibility when editing investment proposals.

New: Household 360

When a household has multiple investment accounts, reviewing each portfolio separately can make it difficult to see the full picture.

Household 360 brings those portfolios into one consolidated view, so advisors can:

• Bring portfolios together. Review multiple client portfolios at the household level.
• See combined holdings. Understand positions and exposures across the household.
• Review consolidated asset allocation. Explore how investments are distributed across the household's portfolios.
• Evaluate household-level risk. Analyze risk across the combined investments instead of relying only on individual account views.

The result is a clearer picture of the household's overall investment position to support portfolio reviews and client conversations.

Improved: Pro trial experience

We've made it easier for new users to get started with a Pro trial and explore Genesis Risk Monitor's portfolio analysis, comparison, and proposal workflows.

Improved: Proposal editing

We've also improved the proposal editing experience, giving advisors more flexibility when preparing and refining client-facing investment proposals.

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Available now: Sign in to Genesis Risk Monitor to explore Household 360 and the latest improvements.

This release brings a major set of improvements across the portfolio workflow in Genesis Risk Monitor — from setting up and importing portfolios to analyzing long and short positions, understanding allocation, and navigating the application.

• Improved portfolio setup with a simpler starting-portfolio workflow for positions, cash, reporting currency, and performance tracking.
• Expanded long/short portfolio support across positions, trading, exposure, allocation, and analytics.
• New Allocation dashboard with clearer sector, geography, currency, asset-class, and concentration views.
• More consistent analytics with explicit portfolio analytics scope and safer handling of short positions.
• Refreshed interface built on the new Genesis Risk Monitor design system.
• New Genesis Guide with in-app video tutorials for key advisor workflows.

Import portfolios directly from PDF

You can now create portfolios in Genesis Risk Monitor by importing holdings directly from a PDF file.

Instead of manually entering positions or converting portfolio reports into spreadsheets first, upload a PDF and Genesis Risk Monitor will extract the portfolio holdings and prepare them for import.

Genesis Risk Monitor now brings the core advisor workflow into one connected experience, making it easier to move from a client portfolio to a model comparison and then into a client-ready proposal.

A redesigned advisor workspace

The application navigation has been reorganized around the way advisors work. Overview, Clients, Portfolios, Models, Compare and Proposals are now first-class destinations, while research tools are grouped into a dedicated Research section.

The new Advisor Overview gives advisors a clearer starting point for the day, with portfolio and relationship summary information, items that need attention, work to continue, proposals in progress, and quick actions for creating a new client or proposal.

A more focused client and model workflow

Client, household and portfolio navigation has been refined to make it easier to move between relationships, accounts and the analytical tools attached to them.

Model portfolios now have a more complete workspace for reviewing allocations, holdings, performance, risk, drift and linked client portfolios. Advisors can move from a model directly into the workflows where it is used rather than treating models as an isolated library.

Saved portfolio-to-model comparisons

The new Compare workflow lets advisors select a current client or personal portfolio and measure it against an advisor-selected model portfolio on a consistent analytical basis.

Comparisons can now be configured with:

• A current portfolio
• A proposed model portfolio
• A comparison period
• A supported market benchmark

Once calculated, the comparison is saved so the analytical result can be revisited without rebuilding the decision from scratch.

The comparison workspace brings together performance, allocation, holdings, risk and methodology so advisors can explain both the result and the basis behind it.

Create a proposal directly from a comparison

A saved comparison can now become the source of a new editable proposal.

The proposal inherits the Current, Advisor-selected Proposed, benchmark and analytical period from the saved comparison, preserving the context behind the recommendation. Advisors can then choose the proposal template and visual style, complete the document details, and continue editing the proposal in the Proposal Builder.

This creates a much tighter path from analysis to client presentation while reducing repeated setup.

Faster and clearer proposal creation

The new proposal flow separates analytical inputs from document details.

Portfolio, template, visual style and benchmark settings are selected first so Genesis Risk Monitor can prepare the required portfolio data while the advisor completes the proposal title, client name and prepared-by information.

Proposal lifecycle handling and the proposal library have also been refined to make proposal status and preparation progress easier to understand.

A more consistent interface

This release also includes a broad visual and interaction pass across Genesis Risk Monitor, including navigation, analytical pages, portfolio views, widgets, forms, tables and workspace components.

The result is a more consistent interface with clearer hierarchy and a stronger separation between advisor workflows and research tools.

• Redesigned interface with cleaner, more intuitive navigation
• Enhanced accessibility with improved keyboard navigation and screen reader support
• Streamlined workflows for faster task completion