Genovo Features

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

Comprehensive suitability report solution

Over 90 Product Types

Covers an extensive range of financial products and advice scenarios.

See exactly what’s covered in each section >

Over 80 Product Types

Annual Review Report

Write shortened review reports to fulfil your obligations as part of your service agreement. What’s more, having created the report it can be cloned and quickly updated the following year.

Annual Review Report

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

Multi-currency

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

Multi currency

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