Genovo Suitability Report New Features & Updates (2.6) July 2025
Ed Evans - 22nd July 2025
Learn more about all the exciting new features we’ve added to Genovo including Gena – the Genovo AI Assistant – as we rapidly push forward with our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Genovo Suitability Report New Features & Updates (2.5) April 2025
Ed Evans - 29th April 2025
Learn more about our brand new Report Editor functionality as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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How to write a drawdown review report in less than 9 minutes in Genovo
Nigel Ogram - 20th January 2025
How long does it take to write a Drawdown Review Report? Well in Genovo, it’s less time than you’d think!
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How to write a Continued Suitability Report in less than 5 minutes in Genovo
Nigel Ogram - 7th October 2024
Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.
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How to set up and use the integration with Plannr
Team Genovo - 18th July 2024
Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.
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Genovo Suitability Report New Features & Updates January 2022
Ed Evans - 20th January 2022
Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.
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Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live
Team Genovo - 13th September 2021
Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.
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Genovo Suitability Report New Features & Updates May 2021
Team Genovo - 20th May 2021
Learn more about all the new features we’ve added to the Genovo suitability report app including enhancements to our Xplan integration as well new pension, mortgage, investment and protection functionality.
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How to set up and use our integration with Curo
Team Genovo - 26th April 2021
Learn how to integrate Genovo with Curo, the back office software from Time4Advice; and pull client and plan data into your reports with a couple of clicks.
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Genovo Suitability Report New Features & Updates December 2020
Team Genovo - 10th December 2020
Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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