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    Genovo Suitability Report New Features & Updates May 2020

    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.

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    Genovo Suitability Report 2020-21 Tax Year Updates

    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.

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    Genovo Suitability Report New Features & Updates January 2020

    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.

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    Our integration with Xplan is now in beta

    Our integration with Xplan is now in beta

    Ed Evans - 12th December 2019

    Fancy beta testing our brand new integration with Xplan, the award-winning financial planning and wealth management software from Iress?

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    New Features & Updates December 2019 – Structured Products

    New Features & Updates December 2019 – Structured Products

    Richard Lent - 9th December 2019

    Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.

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    New Features December 2019 – Bulk Investment Importer

    New Features December 2019 – Bulk Investment Importer

    Ed Evans - 3rd December 2019

    Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.

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    New Features & Updates October 2019 – Commercial property purchase via a pension

    New Features & Updates October 2019 – Commercial property purchase via a pension

    Richard Lent - 17th October 2019

    Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension

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    Quickly add images into the reports you create within Genovo

    Quickly add images into the reports you create within Genovo

    Kate Wells - 13th September 2019

    Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.

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    Genovo Suitability Report New Features & Updates July 2019

    Genovo Suitability Report New Features & Updates July 2019

    Team Genovo - 11th July 2019

    It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.

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    Genovo Suitability Report New Features & Updates May 2019

    Genovo Suitability Report New Features & Updates May 2019

    Ed Evans - 23rd May 2019

    Following the introduction of the 4 new report types in our March release it is now possible to change the report type of an existing report

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