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ease
features
design
support

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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

Transform your approach to customer insights with Inte Q's Genesis Customer Engagement Platform, which utilizes existing data to foster smart decision-making through consolidated profiles and advanced segmentation features. By integrating various data sources, you can gain a more profound understanding of your customers, ultimately enhancing your return on investment through a cohesive perspective of each individual. Continuous monitoring of data quality through real-time health dashboards not only identifies areas for improvement but also reveals opportunities to enhance response rates and refine personalized communications. The platform's pre-built connectors provide an efficient and economical solution for merging data from a multitude of origins. Additionally, you can create comprehensive customer profiles from diverse data streams and activate specific customer segments without needing extensive IT assistance. With the intuitive Segment Builder, you can quickly craft custom segments using simple point-and-click functionality, eliminating the need for any coding expertise, thus making data management more accessible than ever. This innovative approach enables businesses to respond swiftly to evolving customer needs and preferences.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Aptos Retail Cloud
Chase Merchant Services
Cordial
Eloqua
Everest
Facebook
Google Cloud Platform
Listrak
Marigold Engage+
Melissa Clean Suite
MySQL
NCR Voyix
Pinterest
Salesforce
Salesforce Agentforce Marketing
Shopify
X (Twitter)
YouTube

Integrations

Amazon Web Services (AWS)
Aptos Retail Cloud
Chase Merchant Services
Cordial
Eloqua
Everest
Facebook
Google Cloud Platform
Listrak
Marigold Engage+
Melissa Clean Suite
MySQL
NCR Voyix
Pinterest
Salesforce
Salesforce Agentforce Marketing
Shopify
X (Twitter)
YouTube

Pricing Details

Free
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

Inte Q

Founded

1998

Country

United States

Website

inteqinsights.com/genesis-platform/

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

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

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