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.
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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.
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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.
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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.
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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.
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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
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
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
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
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.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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