Latest news

Genovo Suitability Report New Features & Updates November 2024

Team Genovo - 20th November 2024

Learn more about all the new features we’ve added as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.

How to include a Table of Contents in Genovo report types that don’t have it as standard

Nigel Ogram - 11th November 2024

In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.

Genovo Suitability Report October 2024 Budget Updates

Team Genovo - 30th October 2024

A summary of the updates that have been applied to the Genovo suitability report app to reflect the changes announced in the 2024 Autumn Budget.

How to write a Continued Suitability Report in less than 5 minutes in Genovo

Nigel Ogram - 7th October 2024

Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.

How does Genovo handle plan charges?

Nigel Ogram - 7th October 2024

In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.

How to add a back page to your reports in Genovo

Nigel Ogram - 13th September 2024

In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.

How can I customise the boilerplate content of my reports?

Nigel Ogram - 12th August 2024

In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.

How to set up and use the integration with Plannr

Team Genovo - 18th July 2024

Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.

How does Genovo stack up against the PFS Suitability Report Writing Guide?

Nigel Ogram - 15th July 2024

Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.