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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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How to add a second image to your suitability report title page

How to add a second image to your suitability report title page

Kate Ball - 15th August 2019

Step by step instructions that walk you through how to add a second image to your suitability report title page

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How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard

How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard

Richard Lent - 5th August 2019

Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard

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