How to set up and use the integration with Plannr
Team Genovo - 18th July 2024
Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.
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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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Genovo Suitability Report 2024-25 Tax Year Updates
Team Genovo - 5th April 2024
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.
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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!
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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Genovo Suitability Report ESG-related content updates September 2023
Team Genovo - 15th September 2023
A summary of the updates that have been applied to the Genovo app to better accommodate ESG investing in your Suitability Reports.
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Genovo Suitability Report 2023-24 Tax Year Updates
Team Genovo - 5th April 2023
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2023-24 tax year.
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Genovo Suitability Report Advice Options and Reasons Enhancements December 2022
Team Genovo - 15th December 2022
In the final instalment of our Consumer Duty spring-clean we’ve reviewed all of the advice options and reasons in Genovo.
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Genovo Review Report 2.0 New Features & Updates July 2022
Team Genovo - 19th July 2022
Learn more about the changes we’ve made to our Review Report 2.0 to make the review process even more efficient for you, and clearer for your clients.
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Genovo Suitability Report Content Enhancements May 2022
Team Genovo - 31st May 2022
Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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