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    Genovo Review Report 2.0 New Features & Updates July 2022

    Genovo Review Report 2.0 New Features & Updates July 2022

    Team Genovo - 19th July 2022

    Learn more about the changes we’ve made to our Review Report 2.0 to make the review process even more efficient for you, and clearer for your clients.

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    How to write a Drawdown Review report

    How to write a Drawdown Review report

    Nigel Ogram - 14th February 2022

    This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

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    How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

    How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

    Richard Lent - 15th May 2019

    Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.

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    Genovo Suitability Report New Features & Updates March 2019

    Genovo Suitability Report New Features & Updates March 2019

    Ed Evans - 14th March 2019

    This update is a biggie! Find out more about the 4 new report types and other new functionality we’ve added to Genovo to help you streamline your review process, demonstrate the value of your service to your clients, and fulfil the requirements for regular reporting under MiFID II.

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    Genovo Suitability Report New Features & Updates March 2018

    Genovo Suitability Report New Features & Updates March 2018

    Team Genovo - 27th March 2018

    Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.

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    Genovo Suitability Report New Features & Updates December 2017

    Genovo Suitability Report New Features & Updates December 2017

    Team Genovo - 7th December 2017

    Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

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    Genovo – Our response to MiFID II

    Genovo – Our response to MiFID II

    Ed Evans - 14th November 2017

    What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

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