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    Genovo Suitability Report New Features & Updates May 2021

    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 Xplan

    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

    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

    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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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download our free guide on how to structure your suitability reports.

    Suitability report best practice guide

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