Genovo Features

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

Investment Library

Full Range of Investments

Caters for a variety of different investment types including individual funds, ETFs, DFMs and model portfolios.

Full Range of Investments

Preloaded Example Investments

Example investments are included to aid your understanding of the sort of information you may wish to include for a variety of investment types. They can also be used as a template to create your own.

Preloaded Example Investments

Centralised Investment Proposition

Set up your account so an asset allocation pie chart and / or a table of the underlying funds that make up a model portfolio can be automatically inserted into your reports with a couple of clicks.

Simple HTML Editor

Clone Investments

Saves time when adding multiple investments with similar information e.g. risk-rated model portfolios where the underlying funds are broadly the same but the allocation % are all different.

Clone Investments

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