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A fresh approach to suitability report generation

Learn how layering your reports can help make them more reader-friendly and engaging, and enhance your client experience.

Download your free suitability report template >
Genovo

key
benefits

Time Saving

Provides the perfect balance of personalised input and timesaving automation, with dynamic content generation to reflect the options selected – meaning suitability reports can be easily created in minutes not hours.

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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 advice service and processes, as well as your company’s branding.

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Comprehensive
Solution

Reader
Friendly

Preloaded
Reports

Truly
Scalable

Investment
Library

Provider
Library

Leading Edge
Technology

Integrations

High Level
Security

Comprehensive Solution

Write suitability reports or shortened annual 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 transfers
  • Pension switching
  • Pension benefits
  • Individual protection
  • Business 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
  • More client engagement and fewer complaints
  • Layered report format
  • Glossary of terms
  • Less repetition

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Preloaded Reports

Your account comes pre-loaded with a selection of sample clients and reports so you can jump straight in and see the end result.

  • Defined benefit pension transfer
  • Money purchase pension switch
  • Investment recommendation
  • Mortgage and protection
  • Annual investment review

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Truly Scalable

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

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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-blow 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

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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 custom providers
  • Hide providers

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Leading Edge Technology

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

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

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Integrations

Third party integrations minimise the need to re-key data.

  • Intelligent Office In Development
  • Other integrations

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High Level Security

We take the protection of our client’s data very seriously.

  • "A" rated encryption by industry specialist
  • Fully encrypted database
  • Data Protection Act

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Covers an extensive range of financial planning needs and scenarios.

Make your client communications more effective.

Jump straight in and see the end result.

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.

Designed to integrate with third party applications.

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…

Mike Malkiewicz
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."

Mike Malkiewicz
Principal
Clear Paraplanning

Andrew FitzMaurice
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."

Andrew FitzMaurice
Paraplanner
Kelsall Steele

Sue Groves Newell Palmer
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."

Sue Groves
Operations Manager
Newell Palmer