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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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New Features December 2019 – Bulk Investment Importer

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

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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How to set up and use the integration with Intelligent Office (iO)

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

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Introducing our new video tutorials

Introducing our new video tutorials

Kate Ball - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

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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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Genovo Suitability Report New Features & Updates October 2017

Genovo Suitability Report New Features & Updates October 2017

Team Genovo - 23rd October 2017

Learn more about the new features we’ve added to Genovo including revamped client-focused objectives, new Beneficiary Drawdown, Inheritance ISA and Purchase Life Annuity options, to name but a few.

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Genovo Suitability Report New Features & Updates July 2017

Genovo Suitability Report New Features & Updates July 2017

Team Genovo - 25th July 2017

Learn more about the new features we’ve added to Genovo including new Executive Summary functionality.

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Introducing the new Genovo website

Introducing the new Genovo website

Ed Evans - 2nd June 2017

The new website has a clean uncluttered design (much like our reports), and offers quick and easy access to all the information you need to know about us and our products. It also has links to heaps of useful resources including example reports, our suitability report checklist and hints & tips on suitability report best practice.

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Genovo Suitability Report New Features & Updates May 2017

Genovo Suitability Report New Features & Updates May 2017

Team Genovo - 9th May 2017

Learn more about the new features we’ve added to Genovo including new IHT, trusts and replacement business functionality.

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