Time saving
Integrations with leading industry software and automated content generation allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.
Compliance confidence
Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.
Highly customisable
Customise your workspace and reports to reflect your company’s brand and advice service, as well as your individual content preferences.
Comprehensive solution
Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.
- Investment advice
- Pension advice
- DB pension transfers
- Pension switching
- Pension benefits
- Individual protection
- Business protection
- IHT & trust planning
- Mortgage advice
- Equity release
- Long term care
- Annual reviews
Reader friendly & engaging
Improve your client experience and enhance your company’s brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.
- Easy to read
- Logical and familiar structure
- Visually appealing and engaging
- More personalisation
- Layered report format
- Glossary of terms
- 'Consumer understanding outcome’ of Consumer Duty
Report template library
Pre-loaded with a selection of pre-configured, partially completed report templates covering specific advice scenarios to use as the starting pointing for creating new reports.
- Greater efficiency
- Consistent advice outcomes
- Create your own templates
- Centrally managed
Truly scalable
Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.
- Solo Plan
- Company Plan
- Group Plan
- Centrally manage and share custom content
- Manage users
- Premium terms
Content libraries
Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.
- Investment library
- Provider library
- Client & report library
- Attitude to risk profiles library
- Advice options & reasons library
- Plan charges profiles library
- Add and share custom library items
Leading edge technology
Custom-built technology, built from the ground-up using our pioneering second generation workflow and document generator platform.
- Progressive web app
- Proprietary technology
- Microsoft partner
Integrations
Integrations with leading back-office and financial planning software further speeds up the report building process and removes the need to re-key data.
- Intelliflo Office
- Xplan
- Curo
- Plannr
- Dynamic Planner
High level security
We take the protection of data extremely seriously.
- ISO27001 certified company
- "A+" rated encryption
- Fully encrypted database
- GDPR ready
- Two-factor authentication
Extensive user support
An extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it.
- Online demo
- Video tutorials
- Knowledge base
- Monthly training webinars
- Hints & tips
- User tips
- Support desk
- Bespoke training and customisation services
Covers an extensive range of financial planning needs and scenarios.
Make your client communications more effective.
Removes any repetitive input from the report building process without compromising personalisation
Designed to adapt to the changing needs of your company.
Reduces the need to re-key data and saves everyone reinventing the wheel.
Powered by the latest web technologies.
Pull client and plan data into your reports with a couple of clicks.
Bank level security and data protection.
The support we provide is just one of many features that separates us from the competition.
Genovo is packed full of features designed to save you time, keep you compliant and make you stand out from the crowd.
But don’t just take our word for it.
Here’s what some of our customers have to say…
Using Genovo we have consistency across all our suitability reports. The advisers have found the suitability reports very easy to produce, the system is intuitive and the output is a very professional looking report white labelled with our logo.
We also have appreciated the swiftness of the system being updated to reflect all regulatory and legislative changes.
Theresa Atal
Compliance Director
TFA Trusted Financial Advice
Genovo has enabled us to significantly reduce the time taken to write reports whilst maintaining consistency and ensuring compliance standards are met. I have created a series of template reports to our company’s specification, built our own library of product and investment strategy descriptions and integrated Genovo with our back-office system. Genovo’s structure and standard wording will continue to save time and reduce risk for us.
Sue Wilson
Advice Delivery Manager
Mercer Private Wealth
We signed up for Genovo in 2018 and since then we haven’t looked back. The system allowed us to standardise our report writing process and to tailor each report to our specific needs. It has been a huge time saver.
The Genovo Support Team are always on hand to help us out and respond quickly when needed. Highly recommended!
Daniel Evans
Head of Technical
First Wealth - PFS Chartered Financial Planning Firm of the Year 2021