How to write a report consolidating one or more existing investments into a new investment
Nigel Ogram - 11th August 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients investments into a new investment
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Genovo Suitability Report New Features & Updates (2.6) July 2025
Ed Evans - 22nd July 2025
Learn more about all the exciting new features we’ve added to Genovo including Gena – the Genovo AI Assistant – as we rapidly push forward with our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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How to write a report consolidating one or more existing investments into another existing investment
Nigel Ogram - 7th July 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients investments into an existing investment
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How to write a report consolidating one or more existing pension plans into a new pension plan
Nigel Ogram - 10th June 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions into a new pension
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How to write a report consolidating one or more existing pension plans into another existing pension plan
Nigel Ogram - 13th May 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions
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Genovo Suitability Report New Features & Updates (2.5) April 2025
Ed Evans - 29th April 2025
Learn more about our brand new Report Editor functionality as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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How to re-order content in a Genovo report
Nigel Ogram - 7th April 2025
In this month’s User Tip, Nigel walks you through how to re-order the content in Genovo so that you can present information how you want
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Genovo Suitability Report 2025-26 Tax Year Updates
Team Genovo - 5th April 2025
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2025-26 tax year.
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How to customise the footer of your reports
Nigel Ogram - 10th March 2025
In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.
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How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo
Nigel Ogram - 28th February 2025
How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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