Genovo Features

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

Comprehensive suitability report solution

Over 100 Product Types

Covers an extensive range of financial products and advice scenarios.

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Over 80 Product Types

5 Report Types

Purpose-built report types designed to cater for slightly different advice scenarios including a suitability report, fund switch report and a MiFID II-friendly, holistic and client-centric review report. 

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Multiple Client Types

Write reports for private, corporate and trustee clients, with relevant tax information automatically inserted into the report to reflect the type of client selected and the investment being recommended.

Multiple Client Types


Choose from a range of report currencies including £, Euros and dollars.

Multi currency

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