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What is Genesis Risk Monitor?

Genesis Risk Monitor is an advanced software application aimed at portfolio risk management, granting users access to up-to-the-minute market data, sophisticated analytical capabilities, and the option to design customized dashboards. It delivers accurate tick-level market information through its real-time IEX integration and links with FRED for key economic data. The platform includes DCF Valuation for effective value modeling and incorporates portfolio analytics such as Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR), allowing for in-depth assessment of investment risks. Users benefit from tailor-made workspaces that accommodate their individual workflows, along with volatility alerts that keep them updated on critical risk occurrences, including VIX surges or shifts in correlations. In addition to these features, Genesis Risk Monitor integrates with SEC EDGAR, offering direct access to vital documents like financial reports, insider transactions, and institutional holdings. The software also includes Jupyter Notebook for personalized analysis and features an intuitive drag-and-drop widget builder, enabling the creation of an unlimited number of dashboards, highlighting its adaptability for finance professionals. This extensive array of features ensures that users possess a potent tool for thorough risk management and analysis, ultimately empowering them to make informed investment decisions. As the financial landscape evolves, Genesis Risk Monitor remains committed to providing the tools necessary for navigating complex market conditions.

What is CAS genesisWorld?

Revolutionize your company's approach to customer relationship management with CAS genesisWorld, the premier CRM software available today. This comprehensive solution comes with a range of customizable modules designed to meet your unique business requirements. Featuring smart integrations, it harmoniously connects with your existing systems, ensuring that customer data is captured, updated, and utilized efficiently across every department. This integration fosters a cohesive organizational environment, enabling your team to provide outstanding service that makes a lasting impression on clients. By utilizing a centralized CRM platform, you can streamline corporate processes and access real-time customer information effortlessly. Manage all aspects of customer sales and service data with ease while making instant updates from any mobile device, empowering your team to stay productive while on the move. Utilize valuable insights to offer exceptional consulting and services tailored to your customers’ needs. Furthermore, customize your CRM solution to fit the specific demands of your industry and the scale of your business, all while developing personalized offers that resonate with your audience. Ultimately, this strategic approach will not only enhance customer engagement but also catalyze sustainable growth for your organization. As you implement these tailored solutions, you position your company for long-term success in an increasingly competitive marketplace.

Media

Media

Integrations Supported

Inxmail

Integrations Supported

Inxmail

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
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

CAS Software AG

Date Founded

1986

Company Location

Germany

Company Website

www.cas.de/en/products/relationship-management/cas-genesisworld.html

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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