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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 & Updates December 2019 – Structured Products

New Features & Updates December 2019 – Structured Products

Richard Lent - 9th December 2019

Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.

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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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New Features & Updates October 2019 – Commercial property purchase via a pension

New Features & Updates October 2019 – Commercial property purchase via a pension

Richard Lent - 17th October 2019

Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension

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Quickly add images into the reports you create within Genovo

Quickly add images into the reports you create within Genovo

Kate Ball - 13th September 2019

Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.

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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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Genovo Suitability Report New Features & Updates May 2019

Genovo Suitability Report New Features & Updates May 2019

Ed Evans - 23rd May 2019

Following the introduction of the 4 new report types in our March release it is now possible to change the report type of an existing report

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How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

Richard Lent - 15th May 2019

Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.

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Genovo Suitability Report 2019-20 Tax Year Updates

Genovo Suitability Report 2019-20 Tax Year Updates

Team Genovo - 5th April 2019

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.

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Genovo Suitability Report New Features & Updates March 2019

Genovo Suitability Report New Features & Updates March 2019

Ed Evans - 14th March 2019

This update is a biggie! Find out more about the 4 new report types and other new functionality we’ve added to Genovo to help you streamline your review process, demonstrate the value of your service to your clients, and fulfil the requirements for regular reporting under MiFID II.

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