Genovo Features

Packed-full of features designed to save you time, keep you compliant and enhance your brand.

Time saving

Packed full of features designed to save you bags of time.

  • Intelligent workflow
  • Automatic content generation
  • Preloaded Report Themes
  • Preloaded attitude to risk profiles
  • Data libraries
  • Re-use custom content
  • Clone reports
  • Clone investments & investment strategies
  • Shortcuts & Quick Adds
  • Pre-selected options
  • Easy navigation

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Time saving

Automatic updates

Peace of mind that we’re keeping everything up-to-date for you.

  • Taxation & legislation
  • FCA best practice
  • Centrally managed Provider Library

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Auto Updates

Highly customisable

Highly customisable to reflect your company’s branding and advice service.

  • GUI Theme
  • Report Theme
  • Report Content Manager
  • Report Builder
  • Simple HTML editor
  • Advice Options & Advice Reasons
  • Standard Word document

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Fully Customisable

Comprehensive solution

Covers an extensive range of financial planning needs and scenarios.

  • Over 90 product types
  • Suitability & annual review reports
  • Multiple client types
  • Multi-currency

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Comprehensive solution

Reader-friendly and engaging suitability report

Make your client communications more effective.

  • Easy to read and understand
  • More client engagement and fewer complaints
  • Layered report format
  • Glossary of terms
  • Less repetition

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Reader-friendly and engaging

Preloaded example reports

Jump straight in and see the end result.

  • Investment review and recommendations
  • Defined benefit pension transfer
  • Money purchase pension switch
  • Mortgage & protection recommendation
  • Annual review

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Preloaded example reports

Truly scalable

Designed to adapt to the changing needs of your company.

  • Company Plan
  • Group Plan
  • Manage your users
  • Reader & Writer Users
  • Work more efficiently as a team
  • Centrally manage content
  • Share content with the team

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Truly scalable

Investment Library

Insert investment information into your reports with a couple of clicks.

  • Full range of investments
  • Preloaded example investments
  • Add your Centralised Investment Proposition
  • Clone investments

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Investment Library

Provider Library

Insert provider information into your report with a couple of clicks.

  • Preloaded providers
  • Centrally managed
  • Add custom providers
  • Hide providers

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Provider Library

Leading edge technology

Powered by the latest web technologies.

  • Web-based application
  • Cross browser support
  • Accessible from multiple devices

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Leading edge technology

Integrations

Designed to integrate with third party applications.

  • Intelligent Office
  • Other integrations

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Integrations

Hi-level security

We take the protection of our client’s data very seriously.

  • “A” rated encryption by industry specialist
  • Fully encrypted database
  • GDPR ready

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Hi-level security

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