Genovo New Features & Updates Archives • Genovo | Your Suitability Report Solution

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.

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

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.

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.

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.

New Features February 2019 – iO integration extended to include plan holdings

Ed Evans - 7th February 2019

We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.

New APTA/TVC-related functionality added to Genovo

Ed Evans - 13th September 2018

Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.

Genovo Suitability Report New Features & Updates August 2018

Team Genovo - 9th August 2018

Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.