A comprehensive operating platform for wealth management firms, private banking units, and independent financial advisors. GENESIS covers client portfolio management, financial planning, investment advisory, performance reporting, and SEBI RIA compliance — enabling wealth managers to deliver institutional-quality advisory at scale.
Manual processes, fragmented tools, and legacy systems create compounding inefficiencies that limit speed, accuracy, and risk visibility.
From client onboarding to portfolio management and compliance — a unified platform for wealth advisory businesses.
Complete wealth management operations and client engagement capabilities for modern advisory businesses.
Our customers report consistent improvements across turnaround time, accuracy, operational efficiency, and risk management.
Designed with input from practitioners across credit, risk, operations, compliance, and technology functions.
How financial institutions apply this solution across their business operations.
Yes. GENESIS includes a dedicated SEBI RIA compliance module — covering risk profiling with documented rationale, suitability assessment before each advice, comprehensive advice records, annual review cycle tracking, and client consent management. All compliance workflows are designed to meet SEBI RIA regulations and support audit readiness.
GENESIS pulls holdings data from multiple sources: CDSL and NSDL depositories for demat holdings, CAMS and KFintech RTAs for mutual fund holdings, and individual broker files for direct equity. Insurance and other assets can be entered manually. All data is consolidated into a single client portfolio view with unified performance computation.
Yes. GENESIS supports firms operating both as SEBI RIA (advisory model) and as mutual fund distributors — with appropriate workflow separation, compliance documentation for each business model, and clear tracking of advisory versus distribution revenue.
Advisors create model portfolios for each risk profile (conservative, moderate, aggressive) and asset class preference. Each client is assigned to a model. GENESIS tracks the gap between model and client portfolio, generates rebalancing recommendations when drift exceeds thresholds, and creates transaction orders to implement rebalancing.
GENESIS computes both TWRR (Time Weighted Rate of Return) for comparing manager performance against benchmarks, and XIRR (Extended Internal Rate of Return) which accounts for client cash flows — the metric most relevant to clients for understanding their actual investment returns. Both are available at portfolio, asset class, and individual holding levels.
GENESIS's client portal is a white-labeled, branded web and mobile interface. Clients can view their consolidated portfolio in real-time, access reports and documents, review financial plans, and communicate with their advisor. The portal is configured with the wealth firm's branding and can be customized with specific features for different client tiers.
Schedule a demonstration with our wealth management specialists and explore how GENESIS transforms client advisory, compliance, and operations for your firm.