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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Genesis Risk Monitor is a sophisticated software designed for managing portfolio risks, offering users access to real-time market information, advanced analytical tools, and the ability to create personalized dashboards. It provides precise tick-level market data through real-time IEX integration and connects with FRED for essential economic indicators. The platform encompasses DCF Valuation to facilitate value modeling and includes portfolio analytics such as Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR) for thorough investment risk evaluation. Users can enjoy customizable workspaces tailored to their specific workflows while receiving volatility alerts that keep them informed of significant risk events, such as spikes in the VIX or changes in correlations. Moreover, Genesis Risk Monitor features integration with SEC EDGAR, enabling users to directly access crucial documents like financial statements, insider transactions, and institutional holdings. Enhancing its capabilities, the software incorporates Jupyter Notebook for bespoke analysis and provides a user-friendly drag-and-drop widget builder that allows for the creation of limitless dashboards, making it a versatile tool for financial professionals. This comprehensive suite of features ensures that users have a powerful resource at their fingertips for effective risk management and analysis.

Description

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AdvisorEngine No 
Asset-Map No 
Black Diamond Wealth Platform No 
Blueleaf No 
Charles Schwab No 
CircleBlack No 
FP Alpha No 
Fidelity No 
Morningstar No 
MyRepChat No 
NetX360 No 
Portfolio Lab No 
Redtail CRM No 
RightCapital No 
Salesforce No 
Snappy Kraken No 
VISE No 
Wealthbox No 
eMoney No 

Integrations

AdvisorEngine Yes 
Asset-Map Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Charles Schwab Yes 
CircleBlack Yes 
FP Alpha Yes 
Fidelity Yes 
Morningstar Yes 
MyRepChat Yes 
NetX360 Yes 
Portfolio Lab Yes 
Redtail CRM Yes 
RightCapital Yes 
Salesforce Yes 
Snappy Kraken Yes 
VISE Yes 
Wealthbox Yes 
eMoney Yes 

Pricing Details

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

Pricing Details

$1,188 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Genesis Risk Monitor

Founded

2026

Country

United Kingdom

Website

genesis-rm.com

Vendor Details

Company Name

Nitrogen

Founded

2011

Country

United States

Website

nitrogenwealth.com

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks No 
Stress Tests Yes 
Value At Risk Calculation Yes 

Alternatives

Alternatives

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