Our News Archives

The next generation of suitability report builders is coming soon!

Ed Evans - 20th November 2023

Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.

We’re ISO 27001 certified…..again!

Ed Evans - 16th October 2023

Security of your clients’ personal information is paramount to you, and it’s just as important to us! As a result, we’re proud to announce that we’ve successfully completed an external assessment by UKAS accredited certification body and once again achieved ISO 27001 certification.

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.

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.

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.

COVID-19 Customer Service Update from Genovo

Ed Evans - 17th March 2020

An update on the steps we have taken and will be taking to ensure continuity of customer service over the coming weeks.

Genovo Suitability Report New Features & Updates January 2020

Ed Evans - 30th January 2020

Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.