Latest news

Genovo Review Report 2.0 New Features & Updates July 2022

Team Genovo - 19th July 2022

Learn more about the changes we’ve made to our Review Report 2.0 to make the review process even more efficient for you, and clearer for your clients.

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III

Simon Large - 19th July 2022

In the final part of his User Tip trilogy on how to write a replacement business report in Genovo, Simon looks at the Plan Comparisons steps. It is within these steps that a user is prompted to compare the charges, performance and, in the instance of pensions, the death benefits of the client’s existing and recommended alternative plan.

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

Simon Large - 17th June 2022

In the second part of his User Tip blog on how to write a replacement business reports in Genovo, Simon looks at how to add details of the existing plan.

Genovo Suitability Report Content Enhancements May 2022

Team Genovo - 31st May 2022

Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I

Simon Large - 23rd May 2022

In this month’s User Tip blog, Simon walks you through how to write personalised and compliant suitability reports for replacement business.

Genovo Suitability Report Risk Warnings Updates April 2022

Team Genovo - 28th April 2022

We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.

Personalising your suitability reports using advice options and reasons

Simon Large - 19th April 2022

In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.

Genovo Suitability Report 2022-23 Tax Year Updates

Team Genovo - 5th April 2022

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

Reusable, Repeatable Reports

Simon Large - 7th March 2022

With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.