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    Genovo now integrates with 4admin

    Genovo now integrates with 4admin

    Team Genovo - 9th February 2026

    Learn more about our integration with 4admin, the Letter of Authority (LOA) management tool.

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    How to write a report recommending a new investment is placed into trust

    How to write a report recommending a new investment is placed into trust

    Nigel Ogram - 9th February 2026

    In this month’s User Tip, Nigel explains how Genovo handles placing your client’s investments into a trust

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    Our AI-powered Gena report creation method just got even better!

    Our AI-powered Gena report creation method just got even better!

    Team Genovo - 15th January 2026

    Learn more about all the enhancements and new features we’ve added to our AI-powered Gena report creation method.

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    How Genovo helps you deliver clear, concise, consistent and compliant charges disclosure

    How Genovo helps you deliver clear, concise, consistent and compliant charges disclosure

    Nigel Ogram - 12th January 2026

    In this month’s User Tip, Nigel explains how Genovo handles inputting and displaying charges in a client friendly manner

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    How to spend less time entering plan charges in Genovo

    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

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

    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.

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

    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.

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

    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

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    How to write a report consolidating one or more existing investments into a new investment

    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

    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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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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