Genovo Features

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

Time saving

Packed full of time-saving features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.


Integrations with leading industry software help to speed up the report building process and removes the need to re-key data.

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Centrally managed content libraries

Add client, provider, investment and risk profiling information into a report with a couple of clicks.

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Managed Content Libraries

Advice options

Easily add the ‘how and why’ required of a compliant suitability report by selecting options from curated lists, and edit them to help further personalise your reports.

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Advice options and reasons

Modular report builder

Make multiple recommendations in one report, covering an almost infinite amount of advice scenarios, without the time-consuming issues typically associated with merging multiple Word report templates.

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The Report Builder

Automatic content generation

A professionally presented and highly personalised report is automatically generated as a result of the content added and options selected.

Data Libraries

Auto calculated plan charges

On entering a percentage charge, the equivalent monetary charge is auto calculated to satisfy MiFID II charges disclosure.

Learn more about the Plan Charges step >

Auto calculated plan charges

Recycle content and reports

The ability to clone investment strategies, charging structures and reports helps to further speed up the report building process.

Clone Reports

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