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Average Ratings 0 Ratings
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
The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Plan: €0
Starter plan : €19.99/ €24.99
Advanced Paln: €38.99/ €48.99
Pro Plan : €83.30/ €118.99
Starter plan : €19.99/ €24.99
Advanced Paln: €38.99/ €48.99
Pro Plan : €83.30/ €118.99
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Genesis Risk Monitor
Founded
2026
Country
United Kingdom
Website
genesis-rm.com
Vendor Details
Company Name
Caissa
Founded
2009
Country
United States
Website
www.caissallc.com
Product 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
Product 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
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management