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 100 product types
    • Suitability & MiFID II-friendly 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
    • 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

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
    • Xplan
    • 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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