Genovo now integrates with 4admin

Team Genovo

Following hot on the heels of our own AI-powered Gena release, we’ve got another new AI related feature to help speed up the report creation process for you – an integration with 4admin. 4admin is a Letter of Authority (LOA) management tool which, amongst other things, significantly shortens the process of obtaining and extracting plan data from LOA responses.

The integration is initially being released “in beta” and will allow Genovo users to pull the following plan-related data from 4admin into Genovo:

• Core policy details including fund values and contributions.
• Investment strategy / fund information.
• Plan benefits and features.
• Plan charges.

4admin works with all types of plans, but the 4admin <> Genovo integration will initially only cover uncrystallised pensions and can therefore only be used to add plans into the Review of Your Existing Pension Plans section in Genovo. It is anticipated that the integration will be extended to cover other product types and further sections in due course.

Want to learn more?

You’ll find more information about this integration in the Genovo Knowledge Base.

To learn more about 4admin, check out their website.

This video from 4admin walks you through how to install the browser extension and set up the integration with Genovo. It also demonstrates how, having set up the integration, you can seamlessly pull plan data from 4admin into Genovo, thereby saving you heaps of time as you’ll never need to re-key this information ever again.

Come join us on a webinar

If you’d like to learn more about 4admin and see the integration in action, our very own Nigel Ogram will be joining Arran Kingston, co-founder of 4admin, for a “show and tell” webinar on Wednesday 18 February at 12.00pm.

>> Book your seat on 4admin’s “show and tell” webinar

Got an idea? Want to get more involved?

At Genovo, we’re very proud of the fact that our users have always been at the heart of our software development process. If you’d like to take a more active role in our exciting journey and help shape the direction of the Genovo product, please get in touch and let’s fix up a 15-30 minute online chat – we’d love to hear your thoughts and ideas.

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