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    Genovo Suitability Report New Features & Updates January 2022

    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.

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    How to set up and use our integration with Curo

    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.

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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 intelliflo office

    How to set up and use the integration with intelliflo office

    Ed Evans - 12th June 2018

    Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data 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 Wells - 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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