Genovo New Features & Updates Archives

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.

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?

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.