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A fresh approach to suitability report generation

Providing the perfect balance of personalised user input and time-saving automation.

Download your free suitability report template >

key
benefits

Time Saving

Integrations with leading back-office software and dynamically generated client-specific content allow highly personalised reports to be created efficiently and compliantly.

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Automatic Updates

Kept bang up-to-date with taxation, legislation and FCA best practice.

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Highly Customisable

Change the look and feel of the user interface, and personalise your workspace and report template to reflect your company’s branding and advice service.

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Comprehensive
Solution

Reader
Friendly

Template
Library

Truly
Scalable

Investment
Library

Provider
Library

Leading Edge
Technology

Integrations

High Level
Security

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.

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  • Investment advice
  • Pension advice
  • DB pension advice
  • Pension switching
  • Pension benefits
  • Individual protection
  • Business protection
  • Group protection
  • IHT & trust planning
  • Mortgage advice
  • Equity release
  • Long term care
  • Annual reviews

Reader Friendly

Improve your client experience and enhance your company’s brand by providing your clients with a more reader-friendly and engaging suitability report.

  • Easy to read and understand
  • Visually appealing and engaging
  • Layered report format
  • Glossary of terms
  • Less repetition

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Report Template Library

Pre-loaded with a range of pre-configured report templates to use as the starting pointing for creating your own reports. You can also create your own templates and share them with the team.

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  • Investment recommendation
  • Pension switching
  • DB pension transfer
  • DB abridged advice
  • Drawing pension benefits
  • Mortgage and protection
  • Group protection
  • Equity release
  • MiFID II-friendly review report
  • Continued suitability report
  • Top-up report
  • Fund switch report

Truly Scalable

Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups. Custom content can be centrally managed and shared with the team ensuring greater consistency, and saving everyone having to ‘reinvent the wheel'.

  • Company Plan
  • Group Plan
  • Manage your users
  • Reader & Writer Users

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Investment Library

Save and manage information about the investments that you frequently recommend to your clients, whether this be a full-blown CIP or your favourite funds, within a simple library so you and your users can easily pull this information into your reports with a couple of clicks.

  • Designed to cater for all investment types
  • Preloaded with example investments to use as a template
  • Add your Centralised Investment Proposition
  • Clone & share investments
  • Bulk investment importer

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Provider Library

A centrally managed library of over 80 popular insurance companies, investment houses, platforms and wraps means you can pull up-to-date provider information into your reports with a single click.

  • Preloaded providers
  • Centrally managed
  • Add your own custom providers
  • Hide providers you don't use

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Leading Edge Technology

Custom-built technology, built from the ground-up using our pioneering Merlin DocGen platform.

  • Web-based application
  • Microsoft partner
  • Cross browser support
  • Accessible from multiple devices

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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
  • Dynamic Planner
  • Other integrations

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High Level Security

We take the protection of our clients' data extremely seriously.

  • ISO27001 accredited
  • "A" rated encryption
  • Fully encrypted database
  • GDPR ready

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Covers over 100 products, 5 report types and 3 different client types.

Use of tables, images, accent colours and different formatting styles makes the report more visually appealing.

Removes the repetitive aspects of the report writing process without compromising personalisation.

Designed to adapt to the changing needs of your company.

Caters for funds, ETFs, model portfolios and DFMs amongst others.

Insert provider information into your reports with a single click.

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.

Genovo is packed full of features designed to save you time, keep you compliant and make you stand out from the crowd.

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But don’t just take our word for it.
Here’s what some of our customers have to say…

Theresa Atal
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

Sue Wilson
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

Daniel Evans
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