Latest news

Are you doing everything you can to protect your client data?

Nigel Ogram - 12th October 2026

In this month’s User Tip, Nigel talks through the necessity of securing your Genovo account, highlighting the benefits to you and your clients.

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! […]