Latest news

Genovo Suitability Report New Features & Updates (2.9) September 2026

Ed Evans - 24th September 2026

Learn more about how our newest AI-powered feature – Gena Document Upload – has the potential to truly transform the way you create your suitability reports.

How much information about a client’s circumstances should you include in a suitability report?

Nigel Ogram - 7th September 2026

There are many opinions on how to discus client circumstances in a Suitability Report, thankfully Genovo is customisable enough to accommodate all of them. This article highlights how.

Options for managing users in Genovo

Nigel Ogram - 10th August 2026

There’s a range of options when it comes to managing your users in Genovo, but that doesn’t mean that it has to be complicated – this User Tip guides you through how Genovo handles it

How to write a report recommending a structured investment product as part of a revised investment strategy for an existing plan

Nigel Ogram - 6th July 2026

In this month’s User Tip, Nigel explains how you can include a Structured Product as part of a revised investment strategy

How to write a report recommending a structured product as part of the recommended investment strategy of a new plan recommendation

Nigel Ogram - 8th June 2026

In this month’s User Tip, Nigel explains how you can include a Structured Product as part of your Recommended Investment Strategy

Genovo Suitability Report New Features & Updates (2.8) May 2026

Ed Evans - 14th May 2026

Learn more about all the exciting new features that have been added to Genovo, including a new Account Settings page, customisable report headers and enhancements to the Current Investment Strategy and Recommend Action steps.

How to write a report in Genovo recommending a new standalone structured investment product

Nigel Ogram - 11th May 2026

In this month’s User Tip, Nigel explains how you can recommend that your client purchases a structured investment product

How to write a report recommending a purchased life annuity

Nigel Ogram - 6th April 2026

In this month’s User Tip, Nigel explains how you can recommend a Purchased Life Annuity through Genovo.

Genovo Suitability Report 2026-27 Tax Year Updates

Team Genovo - 5th April 2026

We’re delighted to announce that Genovo has already been updated to reflect all the changes to allowances, tax rates and reliefs in readiness for the 2026-27 tax year – so all you’re going to need to concern yourself with on your return from the Easter break is who’s going to eat the last Easter egg! […]