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.
Read more >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.
Read more >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.
Read more >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.
Read more >Genovo Suitability Report New Features & Updates July 2017
Team Genovo - 25th July 2017
Learn more about the new features we’ve added to Genovo including new Executive Summary functionality.
Read more >Introducing the new Genovo website
Ed Evans - 2nd June 2017
The new website has a clean uncluttered design (much like our reports), and offers quick and easy access to all the information you need to know about us and our products. It also has links to heaps of useful resources including example reports, our suitability report checklist and hints & tips on suitability report best practice.
Read more >Genovo Suitability Report New Features & Updates May 2017
Team Genovo - 9th May 2017
Learn more about the new features we’ve added to Genovo including new IHT, trusts and replacement business functionality.
Read more >Genovo Suitability Report New Features & Updates February 2017
Team Genovo - 22nd February 2017
Learn more about the new features we’ve added to Genovo including an auto-generated covering letter and a new “next steps” step.
Read more >Genovo Suitability Report New Features & Updates November 2016
Team Genovo - 17th November 2016
Learn more about the new features we’ve added to Genovo which make it even quicker to customise the content and structure of your suitability reports to reflect your advice service, the type of advice being provided as well as the client’s individual profile.
Read more >Genovo Suitability Report New Features & Updates September 2016
Team Genovo - 22nd September 2016
Learn more about the new timesaving features we’ve added to the Genovo Suitability Report app
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