Integrations
Intelligent Office
Pull client and plan data from Intelliflo’s award-winning web-based back office system directly into Genovo with the click of a button.
Xplan
Pull client and plan data from Iress’s award-winning financial planning and wealth management software directly into Genovo with the click of a button.
Curo
Pull client and plan data from Time4Advice’s web-based back office system directly into Genovo with the click of a button.
Plannr (coming very soon)
Pull client and plan data from Plannr’s back-office system directly into Genovo with the click of a button. And then open and edit the report in Plannr’s groundbreaking document builder and save it directly against the client in Plannr.
Dynamic Planner
Pull the most up-to-date attitude to risk profiles in real-time directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.
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