Genovo Features

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

Report template library

Pre-loaded with a selection of pre-configured, partially completed report templates covering specific advice scenarios to use as the starting pointing for creating new reports.

Greater efficiency

Removes any repetitive input from the report building process, whilst ensuring the user is still prompted to input all the relevant key information required of a highly personalised report.

Learn more about the Report template library >

Consistent advice outcomes

Pre-configured workflows help to encourage consistent advice outcomes.

Create your own templates

Create and configure your own templates from a report or by cloning and updating another template.

Money purchase pension switch

Centrally managed

Templates can be shared, and centrally managed and maintained for the benefit the team.

Mortgage & Protection Recommendation

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