Find articles on new features & updates, user tips and suitability report best practice

Please subscribe below to receive our news & updates alerts straight to your inbox:

How to update the table of contents in Word

How to update the table of contents in Word

Kate Ball - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Read more >

Introducing our new video tutorials

Introducing our new video tutorials

Kate Ball - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

Read more >

Genovo Suitability Report New Features & Updates December 2017

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

Read more >

4 Quick and easy tips to make your tables look even better in Genovo

4 Quick and easy tips to make your tables look even better in Genovo

Kate Ball - 20th November 2017

Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.

Read more >

Genovo – Our response to MiFID II

Genovo – Our response to MiFID II

Ed Evans - 14th November 2017

What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

Read more >

How to include the current investment strategy of an existing plan in your suitability report

How to include the current investment strategy of an existing plan in your suitability report

Kate Ball - 31st October 2017

Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.

Read more >

Genovo Suitability Report New Features & Updates October 2017

Genovo Suitability Report New Features & Updates October 2017

Team Genovo - 23rd October 2017

Learn more about the new features we’ve added to Genovo including revamped client-focused objectives, new Beneficiary Drawdown, Inheritance ISA and Purchase Life Annuity options, to name but a few.

Read more >

The Money Purchase Annual Allowance: Think twice before using pension flexibility

The Money Purchase Annual Allowance: Think twice before using pension flexibility

Mike Malkiewicz - 10th October 2017

Unintentional impact of the money purchase annual allowance and the importance of receiving financial advice.

Read more >

How much information about a client’s circumstances should you include in a suitability report?

How much information about a client’s circumstances should you include in a suitability report?

Kate Ball - 18th September 2017

There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.

Read more >

What does a good suitability report look like?

What does a good suitability report look like?

Mike Malkiewicz - 11th September 2017

In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.

Read more >