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How to add information about the FSCS into your Genovo reports

How to add information about the FSCS into your Genovo reports

Kate Ball - 17th February 2020

A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.

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Genovo Suitability Report New Features & Updates January 2020

Genovo Suitability Report New Features & Updates January 2020

Ed Evans - 30th January 2020

Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.

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Our integration with Xplan is now in beta

Our integration with Xplan is now in beta

Ed Evans - 12th December 2019

Fancy beta testing our brand new integration with Xplan, the award-winning financial planning and wealth management software from Iress?

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New Features & Updates December 2019 – Structured Products

New Features & Updates December 2019 – Structured Products

Richard Lent - 9th December 2019

Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.

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New Features December 2019 – Bulk Investment Importer

New Features December 2019 – Bulk Investment Importer

Ed Evans - 3rd December 2019

Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.

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Socially Responsible investing – a success story in the free market economy?

Socially Responsible investing – a success story in the free market economy?

Mike Malkiewicz - 28th November 2019

Mike Malkiewicz of Clear Paraplanning looks at the merits of socially responsible investing, and asks it all win-win?

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An Overview of Genovo’s Matrices

An Overview of Genovo’s Matrices

Kate Ball - 18th November 2019

Learn more about one of our best kept support secrets – Genovo’s matricies.

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A Genovo user’s guide to customisation

A Genovo user’s guide to customisation

Kate Ball - 21st October 2019

A guide to the extensive customisation functionality that is available within Genovo.

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New Features & Updates October 2019 – Commercial property purchase via a pension

New Features & Updates October 2019 – Commercial property purchase via a pension

Richard Lent - 17th October 2019

Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension

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Quickly add images into the reports you create within Genovo

Quickly add images into the reports you create within Genovo

Kate Ball - 13th September 2019

Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.

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