How to set up and use the integration with Plannr
Team Genovo - 18th July 2024
Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.
Read more >We’re ISO 27001 certified…..yet again!
Ed Evans - 28th June 2024
We’re extremely proud to announce that Genovo has successfully completed an external assessment by a UKAS accredited certification body, Approachable Certification, and once again achieved ISO 27001 certification with zero /none / nil / zilch major or minor non-conformities!
Read more >We have liftoff! Genovo v2 is now officially live.
Ed Evans - 28th April 2024
Learn more about all the new features you’ll discover in Genovo v2. Spoiler Alert – there’s a lot!
Read more >Everything you need to know about v2 launch weekend
Ed Evans - 2nd April 2024
Find out everything you need to know about Genovo launch weekend and beyond.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
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