Our News Archives

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.

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.

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.

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.

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.

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.

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.