--- title: "Genesis Risk Monitor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Genesis Risk Monitor Software - reviews, pricing plans, popular comparisons to other Financial Risk Management products and more." source_url: "https://www.capterra.com/p/10037716/Genesis-Risk-Monitor/" page_type: "product" language: "en" --- # Genesis Risk Monitor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Genesis Risk Monitor ## What is Genesis Risk Monitor? Genesis Risk Monitor is portfolio risk analytics and proposal software built for independent financial advisors, RIAs, and wealth management professionals. Analyze client and prospect portfolios, uncover key risks such as concentration, correlation, and exposure, compare portfolios with advisor-created models, and turn the analysis into professional, client-ready proposals. Genesis connects portfolio analysis and proposal creation in one workflow, with tools for risk and performance analysis, scenario analysis, backtesting, model portfolio comparison, and client and household management. Build fully editable proposals directly in the platform, combine portfolio data with charts and insights, and export completed documents to PDF or Word. See Risk Clearly. Advise With Confidence. ## What is Genesis Risk Monitor used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €19.99 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Genesis Risk Monitor?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://genesis-rm.com/&name=Genesis Risk Monitor) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Genesis Risk Monitor 0.0 VS. [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting Price €19.99 Per User, Per Month Starting Price $3000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (137) Value For Money 0.0 (0) Value For Money 4.0 (104) Customer Service 0.0 (0) Customer Service 4.4 (103) ## Genesis Risk Monitor alternatives Highest Rated [4.9 (122)](https://www.capterra.com/p/245922/Eleven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,581)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [VeriFast](https://www.capterra.com/p/241121/Rentify/) [4.7 (12)](https://www.capterra.com/p/241121/Rentify/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/241121/Rentify/) ## FAQs about Genesis Risk Monitor Overview ### What company size and specific industries is Genesis Risk Monitor built for? Genesis Risk Monitor is designed for independent financial advisors, registered investment advisors (RIAs), and wealth managers, making it best suited for small to mid-sized financial services firms. It is built for organizations that need risk monitoring and portfolio oversight within advisory and wealth management practices. Features and Usability ### What are the key features of Genesis Risk Monitor? Genesis Risk Monitor offers risk management tools such as risk analysis, stress tests, credit risk management, and compliance management. It also includes portfolio management, portfolio analysis, and portfolio rebalancing, plus financial risk reporting, real-time data, alerts/notifications, and visual analytics for monitoring investments, liquidity, and performance metrics. Pricing ### How much does it cost and what fees or limitations are included? Genesis Risk Monitor starts at €19.99 per user each month on the Starter plan, which includes a 7-day free trial and monthly cancellation anytime. Advanced costs €38.99, and the Pro plan is €83.3. A free version is available, while Institutional pricing is not listed. Getting Started and Support ### What training and onboarding options does Genesis Risk Monitor offer? Genesis Risk Monitor provides documentation and videos for training. Documentation supports self-paced reference for setup and feature guidance, while videos offer visual walkthroughs of key tasks and functions. These formats give teams written and visual materials to review as they learn the product. Getting Started and Support ### What customer support options does Genesis Risk Monitor offer? Genesis Risk Monitor provides Email/Help Desk and FAQ/Forum support. Without reviewer feedback, no user experience patterns can be confirmed, so the support experience should be evaluated through these channels and the self-service materials they offer. ## Features AI summary Based on 336 Financial Risk Management reviews Not all Financial Risk Management products cover every priority buyers look for. Here is what Capterra reviewers identify as most important when choosing a solution: - **Financial Risk Reporting** (**51%** of reviewers rated this feature as critical) - **Risk Assessment** (**39%**) - **Risk Analysis** (**35%**) Genesis Risk Monitor includes **Financial Risk Reporting** and **Risk Analysis**, covering two of the top features buyers value most in this category. However, it does not include **Risk Assessment**. Instead, it offers other relevant capabilities such as **API** (**43%**), **Reporting/Analytics** (**31%**), and **Data Management** (**26%**). These features can support data connectivity, reporting visibility, and information organization, helping businesses monitor exposure, review trends, and make more informed risk decisions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Data Import/Export Import and export data to and from software applications Debt Management Manage budgeting and financial planning operations to control and eliminate debt Genesis Risk Monitor 19 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Data Import/Export: Import and export data to and from software applications - Debt Management: Manage budgeting and financial planning operations to control and eliminate debt - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - For Investment Advisors: Used by financial advisors and money managers - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10037716/Genesis-Risk-Monitor/pricing/) Starter €19.99 Per User,Per Month It includes: - Global market data - Fundamentals - Earnings calendar - screeners - Client Portfolio - Watchlist - Alerts - FX, Commodity, Bonds and Funds Advanced €38.99 Per User,Per Month It includes: - DCV valuation - Backtesting - Two active brokers connection - Everything in starter Pro (Professional) Plan €83.30 Per User,Per Month It includes: - 7 days free trial included - Real-time IEX market data - Unlimited widgets - proposal builder - SEC EDGAR access - scenario analysis - Client Portfolio - Model Portfolio - Backtesting - Risk Analytics Institutional (Enterprise) Plan Contact vendor for details It includes: - Everything in the Pro plan - Dedicated infrastructure - Audit trail - Custom integrations - 24/7 priority support - Team roles Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.