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    We have liftoff! Genovo v2 is now officially live.

    We have liftoff! Genovo v2 is now officially live.

    Ed Evans - 28th April 2024

    Learn more about all the new features you’ll discover in Genovo v2. Spoiler Alert – there’s a lot!

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    Genovo Suitability Report 2024-25 Tax Year Updates

    Genovo Suitability Report 2024-25 Tax Year Updates

    Team Genovo - 5th April 2024

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.

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    Everything you need to know about v2 launch weekend

    Everything you need to know about v2 launch weekend

    Ed Evans - 2nd April 2024

    Find out everything you need to know about Genovo launch weekend and beyond.

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    The next generation of suitability report builders is coming soon!

    The next generation of suitability report builders is coming soon!

    Ed Evans - 20th November 2023

    Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.

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    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    Nigel Ogram - 13th November 2023

    In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.

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    We’re ISO 27001 certified…..again!

    We’re ISO 27001 certified…..again!

    Ed Evans - 16th October 2023

    Security of your clients’ personal information is paramount to you, and it’s just as important to us! As a result, we’re proud to announce that we’ve successfully completed an external assessment by UKAS accredited certification body and once again achieved ISO 27001 certification.

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    How to write a suitability report advising a client on a pension sharing order

    How to write a suitability report advising a client on a pension sharing order

    Nigel Ogram - 3rd October 2023

    In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.

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    Genovo Suitability Report ESG-related content updates September 2023

    Genovo Suitability Report ESG-related content updates September 2023

    Team Genovo - 15th September 2023

    A summary of the updates that have been applied to the Genovo app to better accommodate ESG investing in your Suitability Reports.

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    How do I write a fund switch report in Genovo?

    How do I write a fund switch report in Genovo?

    Nigel Ogram - 11th September 2023

    In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.

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    Everything you need to know about investment strategies in Genovo, and more…

    Everything you need to know about investment strategies in Genovo, and more…

    Nigel Ogram - 4th August 2023

    In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!

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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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