Genovo New Features & Updates Archives

Genovo Suitability Report New Features & Updates January 2022

Ed Evans - 20th January 2022

Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.

Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

Team Genovo - 19th October 2021

Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.

Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live

Team Genovo - 13th September 2021

Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.

Genovo Suitability Report New Features & Updates May 2021

Team Genovo - 20th May 2021

Learn more about all the new features we’ve added to the Genovo suitability report app including enhancements to our Xplan integration as well new pension, mortgage, investment and protection functionality.

How to set up and use our integration with Curo

Team Genovo - 26th April 2021

Learn how to integrate Genovo with Curo, the back office software from Time4Advice; and pull client and plan data into your reports with a couple of clicks.

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.