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.
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How to set up and use our integration with Xplan
Team Genovo - 1st July 2020
Learn how you can easily integrate Genovo with Xplan, the award-winning financial planning and wealth management software from Iress.
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Genovo Suitability Report New Features & Updates May 2020
Ed Evans - 14th May 2020
Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.
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Our integration with Xplan is now in beta
Ed Evans - 12th December 2019
Fancy beta testing our brand new integration with Xplan, the award-winning financial planning and wealth management software from Iress?
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New Features December 2019 – Bulk Investment Importer
Ed Evans - 3rd December 2019
Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.
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Genovo Suitability Report New Features & Updates July 2019
Team Genovo - 11th July 2019
It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.
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New Features February 2019 – iO integration extended to include plan holdings
Ed Evans - 7th February 2019
We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.
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Genovo Suitability Report New Features & Updates August 2018
Team Genovo - 9th August 2018
Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.
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How to set up and use the integration with intelliflo office
Ed Evans - 12th June 2018
Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.
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Suitability report best practice guide
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