Integrations with leading back-office software and dynamically generated content means client-focused suitability reports can be created in minutes not hours.
Kept bang up-to-date with taxation, legislation and FCA best practice.
Change the look and feel of the user interface, and personalise your workspace and report template to reflect your advice service and processes, as well as your company’s branding.
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
- Group protection
- IHT & trust planning
- Mortgage advice
- Equity release
- Long term care
- Annual reviews
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
Report Template Library
Pre-loaded report templates to use as the starting pointing for creating your own reports.
- Investment recommendation suitability report
- Pension switching suitability report
- DB pension transfer suitability report
- Mortgage and protection suitability report
- Equity release suitability report
- MiFID II-friendly review report
- Continued suitability report
- Investment top-up report
- Fund switch report
Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.
- Company Plan
- Group Plan
- Manage your users
- Reader & Writer Users
- Work more efficiently as a team
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 can easily pull this information into your reports with a couple of clicks.
- Full range of investments
- Preloaded example investments
- Centralised Investment Proposition
- Clone investments
- Bulk investment importer
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 custom providers
- Hide providers
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
Integrations with back office software further speed up the report building process and remove the need to re-key data.
- Intelliflo Office
- Other integrations
High Level Security
We take the protection of our clients' data very very seriously.
- ISO27001 accredited
- "A" rated encryption
- Fully encrypted database
- GDPR ready
Covers an extensive range of financial planning needs and scenarios.
Make your client communications more effective.
Remove 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.
But don’t just take our word for it.
Here’s what some of our customers have to say…
Both my clients (and their compliance consultants) never fail to be impressed by the structure and content of reports I have prepared using Genovo. For me, it is a joy to use. Importantly, Genovo is a company who listens to their customers comments and acts on them. It is an impressive system managed by a company which takes their customers seriously."
Having made the switch to Genovo, the difference is nothing short of a revelation. Compared with the two rival systems we had been using over recent years, Genovo is clear, straightforward and quick to learn, with an infinite ability to customise not only how your reports look in terms of colours, fonts and headings etc, but importantly adding and changing standard wordings is equally simple. With a little bit of time spent setting up our preferred options and wordings, we are now very nearly in a position that once downloaded to Word our reports are almost complete. Support has also been excellent and further sets them apart from the competition."
We have worked with Genovo for several years and their system has allowed us to build efficient processes for our paraplanning team. The consistency of output is the biggest plus for us, helping us to manage the output from multiple offices, together with the reassurance of the compliance oversight. Recently we have taken advantage of Genovo’s consultancy service and we have found them pleasant and easy to deal with, understanding and working to our requirements, but challenging where they needed to, to give us a better overall result."