A fully-featured and scalable report writing solution designed to reflect the make-up and needs of your company.
Solo
Plan
1 Writer User
2 Reader Users
£60 pm
- Plan features:
- Manage users
- Add company branding
- Add logo & favicon
- Add custom ATR profiles
- Customise report content
- Create report templates
- Add custom providers
- Add custom investments
- Email & online support
Company Starter
2 Writer Users
4 Reader Users
£115 pm
Extra Writer User £35pm
- All previous plan features plus:
- Share clients & reports
- Centrally manage company branding
- Centrally manage & share report content
- Centrally manage & share selectable options
- Centrally manage & share report templates
- Centrally manage & share providers
- Centrally manage & share investments
- Email & online support
Company
Mini
5 Writer Users
10 Reader Users
£170 pm
Extra Writer User £30pm
- All previous plan features plus:
- Custom fonts
- Custom page margins
- Bespoke static snippet
- Custom static template table
- Add custom ATR profiles for you
- Add 5 investments for you
- Telephone support
Company
Midi
10 Writer Users
20 Reader Users
£290 pm
Extra Writer User £25pm
- All previous plan features plus:
- Key account management
- 1 free admin login
- Custom report title page
- Custom covering letter
- Bespoke rule triggered snippet
- Custom report-only appendices
- Custom 'Knowledge & Experience' options
- Custom service proposition descriptions
- Custom trust types
- 3x Custom 'Investment Themes'
- Add 10 investments for you
Company
Maxi
20 Writer Users
40 Reader Users
£500 pm
Extra Writer User £20pm
- All previous plan features plus:
- Add & set up users for you
- Custom products
- Custom static template sections
- Custom report types
- Custom tags
- 10x Custom 'Investment Themes'
- Add 20 investments for you
- Consultancy service & bespoke development
Group
Plan
3 Admin
Logins
POA
- All previous plan features plus:
- Link multiple accounts to group and manage membership
- White label with group branding
- Add company branding to reports
- Add custom group ATR profiles
- Share custom report content with linked accounts
- Share custom report templates with linked accounts
- Share custom providers & investments with linked accounts
- Consultancy service & bespoke development
Which plan is right for my company?
Genovo has been designed to reflect the different job roles, and the tasks performed by those different job roles in the typical financial planning company.
Solo Plan
Designed for companies with just the one report writer who needs to produce personalised, reader-friendly and compliant reports for themselves and / or the company's advisers as efficiently and effectively as possible.
Company Plan
Designed for companies with multiple advisers and paraplanners that wish to work more efficiently as a team as well as centrally manage and share content to help promote consistent advice outcomes throughout the company.
Group Plan
Designed for multi-company groups that wish to ensure greater consistency throughout their member companies to help improve compliance outcomes and streamline report checking. Multiple Solo Plans and Company Plans can be linked to the Group Plan and automatically inherit customisations made by the group.
Every individual within your company who is using Genovo to write reports for themselves or others (Writer User), or to have reports written for them (Reader User) should be added as a user to your account. This is how Genovo is designed to be used, and ensures that:
- Clients and reports can be saved to the appropriate adviser’s client library, and therefore managed more efficiently as everyone knows where to find them.
- The appropriate adviser’s (rather than the paraplanner’s) name, signature and headshot image will be automatically inserted in the correct places throughout the report.
- The paraplanner can send the adviser a notification when the report is ready for them to check.
- We can support both the adviser and the paraplanner.
I have been using Genovo for a while now to produce compliant reports, both for new business and annual reviews, and I have found it to be a real game-changer for my business. It’s easy to use and customise, and the reports produced show my advice clearly and in plain English. It also provides me with the structure I need to ensure that each report contains the essential elements required by compliance. What’s more the support team are also very knowledgeable and friendly. I would have no hesitation in recommending Genovo to others.
Taylor Beavis MLIBF DipFA PETR
Director at Universe Financial Advice
Frequently Asked Questions
How does the 30 day free period work?
As a new user, you can sign up and access all of the features of the selected plan, and pay nothing for the first 30 days of your subscription. There’s no risk, no obligation and you can cancel at any time. If you cancel your subscription within the first 30 days you will not be charged.
Can I change plan?
Yes. You can upgrade or downgrade plans at any time. During your 30 day free period you can change plans without incurring an immediate charge. However, assuming you do not cancel beforehand, you will be billed at the monthly cost of the new plan you have selected at the end of the 30 day free period.
After the 30 day free period has elapsed any charge due on upgrade or downgrade will be automatically prorated to reflect your change of subscription and you will be billed / credited accordingly.
Am I locked into a contract?
No. We don’t believe in long term contracts. You can cancel your account during your 30 day free period or at any time thereafter. However, we cannot issue refunds for partial months.
Are prices subject to VAT?
Yes. All prices quoted above are subject to VAT.
What is the difference between a Writer and a Reader user?
A Writer User can log in to Genovo and write reports for themselves or other users within their account (assuming share client / reports has been activated for them).
A Reader User cannot write reports themselves but they can have reports written for them by a Writer User.
A paraplanner or adviser who writes or “tops and tails” reports would typically be added as a Writer User. An adviser who has all of his / her reports written for them by a paraplanner would typically be added as a Reader User.
Do I have to provide payment details on sign-up?
Yes, you will be asked to provide bank card details to secure your trial and set up your account as part of the sign-up process, but nothing will be charged until the end of your 30 day free period.
How do I pay?
You will be prompted to provide bank card details on sign up. We accept all major credit and debit cards. However, once you've signed up you can switch payment method to direct debit if you'd prefer.
The first payment will be collected 30 days after you sign up and you will be billed monthly thereafter unless you cancel your account. We will email you a VAT receipt each time we take payment.
Are there any set-up fees?
No. It’s risk-free to sign up and use Genovo. There are no set-up or initial fees, or any other hidden costs.
Can I reactivate my account?
Yes. You can reactivate your account within 30 days of cancelling it. All customisations will be saved for this period. On reactivating your account, you will be billed immediately and your monthly billing date will be reset accordingly.
What is the consultancy service?
This is a premium service where we will work with you to further customise Genovo to reflect your company’s advice service and processes. We categorise deliverables for this type of work into two categories:
Custom Configuration Work - Customisation work that typically relates to an individual customer’s account and can be implemented using the standard Genovo feature set, and therefore requires no custom coding or development work.
Custom Development Work - Customisation work that requires custom coding and development work.
We would undertake a full requirements gathering exercise as part of this service, and provide you with a detailed Scope of Work. This service is charged on a time and materials basis.
Still not sure what plan is right for you?