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Genovo Suitability Report New Features & Updates December 2017

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

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Genovo Suitability Report New Features & Updates October 2017

Genovo Suitability Report New Features & Updates October 2017

Team Genovo - 23rd October 2017

Learn more about the new features we’ve added to Genovo including revamped client-focused objectives, new Beneficiary Drawdown, Inheritance ISA and Purchase Life Annuity options, to name but a few.

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Genovo Suitability Report New Features & Updates July 2017

Genovo Suitability Report New Features & Updates July 2017

Team Genovo - 25th July 2017

Learn more about the new features we’ve added to Genovo including new Executive Summary functionality.

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Genovo Suitability Report New Features & Updates May 2017

Genovo Suitability Report New Features & Updates May 2017

Team Genovo - 9th May 2017

Learn more about the new features we’ve added to Genovo including new IHT, trusts and replacement business functionality.

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Genovo Suitability Report 2017-18 Tax Year Updates

Genovo Suitability Report 2017-18 Tax Year Updates

Team Genovo - 5th April 2017

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2017/18 tax year.

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Genovo Suitability Report New Features & Updates February 2017

Genovo Suitability Report New Features & Updates February 2017

Team Genovo - 22nd February 2017

Learn more about the new features we’ve added to Genovo including an auto-generated covering letter and a new “next steps” step.

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Genovo Suitability Report New Features & Updates November 2016

Genovo Suitability Report New Features & Updates November 2016

Team Genovo - 17th November 2016

Learn more about the new features we’ve added to Genovo which make it even quicker to customise the content and structure of your suitability reports to reflect your advice service, the type of advice being provided as well as the client’s individual profile.

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Genovo Suitability Report New Features & Updates September 2016

Genovo Suitability Report New Features & Updates September 2016

Team Genovo - 22nd September 2016

Learn more about the new timesaving features we’ve added to the Genovo Suitability Report app

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Genovo Suitability Report New Features & Updates July 2016

Genovo Suitability Report New Features & Updates July 2016

Team Genovo - 7th July 2016

Learn more about the defined benefit pension transfer features including insistent client options we’ve added to the Genovo Suitability Report app

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Genovo Suitability Report New Features & Updates June 2016

Genovo Suitability Report New Features & Updates June 2016

Team Genovo - 9th June 2016

Learn more about the enhancements we’ve made to the Investment Library of the Genovo suitability report app

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