How to set up and use the integration with intelliflo office
Ed Evans - 12th June 2018
Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.
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Genovo Suitability Report 2018-19 Tax Year Updates
Team Genovo - 5th April 2018
Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2018/19 tax year.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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