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    Genovo Suitability Report 2024-25 Tax Year Updates

    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

    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!

    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

    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

    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

    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

    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

    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.

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    Genovo Suitability Report Risk Warnings Updates April 2022

    Genovo Suitability Report Risk Warnings Updates April 2022

    Team Genovo - 28th April 2022

    We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.

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    Genovo Suitability Report 2022-23 Tax Year Updates

    Genovo Suitability Report 2022-23 Tax Year Updates

    Team Genovo - 5th April 2022

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download our free guide on how to structure your suitability reports.

    Suitability report best practice guide

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