Latest news

How to spend less time entering plan charges in Genovo

Nigel Ogram - 10th November 2025

In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports

Genovo Suitability Report New Features & Updates (2.7) October 2025

Ed Evans - 16th October 2025

Learn more about all the new features we’ve added to Genovo as part of 2.7.

How you can customise your Genovo account to reflect your company branding and content preferences

Nigel Ogram - 7th October 2025

In this month’s User Tip, Nigel guides you through how you can customise Genovo with your company’s own branding.

Discover how Genovo can help you to implement a more joined up and secure report writing process within your financial planning practice

Nigel Ogram - 8th September 2025

In this month’s User Tip, Nigel tells the story of how the new Report Editor functionality can lead to a fairy tale ending

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

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.

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

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

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

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.