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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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COVID-19 Customer Service Update from Genovo

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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Genovo Suitability Report New Features & Updates January 2020

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.

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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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