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

Genovo Suitability Report 2021-22 Tax Year Updates

Team Genovo - 5th April 2021

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2021-22 tax year.

How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

Ed Evans - 8th March 2021

Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.

Genovo Suitability Report New Features & Updates December 2020

Team Genovo - 10th December 2020

Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.

New Security Features and ISO27001 Accreditation

Ed Evans - 29th October 2020

Learn more about the new security features we’ve added to Genovo and our recent ISO27001 accreditation.

New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

Richard Lent - 21st September 2020

Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.

Genovo Suitability Report New Features & Updates July 2020

Team Genovo - 14th July 2020

Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.

How to set up and use our integration with Xplan

Team Genovo - 1st July 2020

Learn how you can easily integrate Genovo with Xplan, the award-winning financial planning and wealth management software from Iress.

Genovo Suitability Report New Features & Updates May 2020

Ed Evans - 14th May 2020

Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.

Genovo Suitability Report 2020-21 Tax Year Updates

Team Genovo - 5th April 2020

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the start of the 2020-21 tax year.

Genovo Suitability Report New Features & Updates January 2020

Ed Evans - 30th January 2020

Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.