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What is Genesis Risk Monitor?

Genesis Risk Monitor helps financial advisors, RIAs, and wealth management firms simplify portfolio analysis, investment planning, and client reporting through one comprehensive platform. Designed to reduce time spent switching between disconnected tools, Genesis Risk Monitor enables advisors to analyze investment risk, allocation and exposure, compare client portfolios with recommended strategies, manage model portfolios, and create professional investment proposals. Key capabilities include portfolio risk assessment, asset allocation analysis, stress testing, investment research, backtesting, portfolio performance monitoring, and customizable reporting. Its built-in proposal builder allows advisors to transform complex portfolio data into clear, client-friendly presentations featuring charts, risk comparisons, and personalized recommendations, with PDF and Word export. From evaluating prospective clients to reviewing existing investments, Genesis Risk Monitor streamlines the advisory workflow and helps firms deliver a more professional, data-driven client experience.

What is BITA Risk?

Revolutionizing the realm of wealth management, BITA Wealth enables advisors, investment teams, and governance sectors to thrive. By bolstering insight, efficiency, oversight, and control, BITA Wealth delivers an exceptional experience for clients and advisors alike. As a vital component of the corfinancial™ group, BITA Risk® oversees assets under management that surpass £160 billion. Its acclaimed BITA Wealth application caters to high and ultra-high net worth wealth managers, offering state-of-the-art software solutions. BITA Wealth provides essential instruments for investment teams, advisors/managers, and governance units to promote business development within a regulated framework. Designed specifically for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is organized into a suite of customizable modules. Among its features is a comprehensive investor profiling system that evaluates risk, suitability, and ESG attributes, effectively matching these with the investment products offered by the firm. This forward-thinking strategy not only streamlines organizational processes but also significantly boosts client satisfaction and fosters trust in the wealth management journey. Ultimately, BITA Wealth stands as a pivotal force in enhancing the overall quality of service in the wealth management industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Free
Free Plan: €0
Starter plan : €19.99/ €24.99
Advanced Paln: €38.99/ €48.99
Pro Plan : €83.30/ €118.99
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Genesis Risk Monitor

Date Founded

2026

Company Location

United Kingdom

Company Website

genesis-rm.com

Company Facts

Organization Name

corfinancial

Date Founded

1996

Company Location

United Kingdom

Company Website

www.corfinancialgroup.com/financial-software-products/bita-risk/

Categories and Features

Financial Risk Management

Portfolio Management
Portfolio Modeling
Stress Tests
Value At Risk Calculation

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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