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 heaps 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, auto-calculations & 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

Customise the app and your reports 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 100 product types
    • 5 report types
    • 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
    • Visually appealing and engaging
    • Layered report format
    • Glossary of terms
    • Less repetition

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Reader-friendly and engaging

Report Template Library

Pre-loaded report templates you can use as the starting pointing for creating your own reports.

    • Investment review & recommendations
    • Defined benefit pension transfer
    • Money purchase pension switch
    • Mortgage & protection recommendation
    • Equity release recommendation
    • MiFID II-friendly review report
    • Continued suitability report
    • Investment top-up suitability report
    • Fund switch report

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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

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

    • Time saving
    • Preloaded example investments
    • Add your Centralised Investment Proposition
    • Clone investments
    • Bulk investment importer

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Investment Library

Provider Library

Add 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
    • Proprietary technology
    • Microsoft partner
    • Cross browser support
    • Accessible from multiple devices

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Leading edge technology

Integrations

Pull client and plan data into your reports with a couple of clicks.

    • Intelliflo Office
    • Xplan
    • Curo
    • Other integrations

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Integrations

High level security

We take the protection of our clients’ data very very seriously.

    • ISO27001 accredited
    • “A” rated encryption by industry specialist
    • Fully encrypted database
    • GDPR ready

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Hi-level security

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