Genovo Features

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

Time Saving

Intelligent workflow

A logical step-by-step process quickly guides you through the building of a report, and ensures you provide the how and why required of a compliant suitability report through the selection of personalised and relevant advice options & reasons from pre-loaded lists.

Intelligent Workflow

Automatic Content Generation

A professionally presented report is automatically created to reflect the advice options & reasons selected, which can be downloaded and edited as a standard Word document with none of the tedious formatting issues frequently experienced by users of other report generators.

Preloaded Report Themes

A range of professional and eye-catching report styles e.g. fonts, colours etc that you can select with a single click.

Preloaded Report Themes

Preloaded Attitude to Risk Profiles

Select a set of pre-loaded risk profiles and capacity for loss descriptions from a range of popular risk profiling tools and networks / service providers.

Data Libraries

The ability to add, clone and share client, provider and investment information means:

  • There is no need to re-key data.
  • This information can be easily added to reports with a single click.
  • Consistency can be maintained across your company.
  • Each user isn’t wasting valuable time having to “reinvent the wheel”.
Data Libraries

Re-use Custom Content

Easily add, share, manage and re-use your own custom report content.

Re-use Custom Content

Clone Reports

The ability to clone reports for the same or a different client will save you heaps of time with your annual reviews or where a similar recommendation is being made to a number of different clients e.g. end of tax year ISA.

Clone Reports

Clone Investments & Investment Strategies

The option to clone investments and investment strategies means you can add portfolios to your investment library and recommend a change of investment strategy in no time at all.

Clone Investments & Investment Strategies

Shortcuts, Auto-calculations & Quick Adds

Copy down charges from one plan to another, automatic Aggregated Total Charge and Weighted Average Charge calculations, and quick add providers or advice options & reasons to your library with a single click.

Shortcuts & Quick Adds

Pre-selected options

Easily configure your account so some of the advice reasons within a step are already selected.

Pre-selected options

Easy Navigation

A navigation bar and breadcrumbs helps get you where you want to be quickly.

Easy Navigation

Integration with back-office software

Seamlessly pull client and plan data from Intelliflo’s award-winning web-based back office system directly into Genovo, and update this integrated data at any time with the click of a button. Meaning you never need to re-key this data ever again!

Find out more about the iO integration >

Integrations

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