Genovo New Features & Updates Archives

Genovo Suitability Report New Features & Updates March 2018

Team Genovo - 27th March 2018

Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.

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.

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.

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.

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.

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.

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.

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.