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    We have liftoff! Genovo v2 is now officially live.

    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!

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    Everything you need to know about v2 launch weekend

    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.

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    The next generation of suitability report builders is coming soon!

    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.

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    We’re ISO 27001 certified…..again!

    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.

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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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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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