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New Features February 2019 – iO integration extended to include plan holdings

New Features February 2019 – iO integration extended to include plan holdings

Ed Evans - 7th February 2019

We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.

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Take a couple of minutes to read about Genovo’s updated table settings

Take a couple of minutes to read about Genovo’s updated table settings

Kate Ball - 28th January 2019

Learn about Genovo’s updated table settings

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Super easy ways to customise your reports

Super easy ways to customise your reports

Kate Ball - 19th November 2018

Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.

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How to make your reports stand out from the crowd by adding a favicon

How to make your reports stand out from the crowd by adding a favicon

Kate Ball - 22nd October 2018

Learn how to display your favicon in your reports.

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How to customise the table text in your reports

How to customise the table text in your reports

Kate Ball - 24th September 2018

Learn how to customise the table text of your suitability reports

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New APTA/TVC-related functionality added to Genovo

New APTA/TVC-related functionality added to Genovo

Ed Evans - 13th September 2018

Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.

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How  to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports

How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports

Kate Ball - 20th August 2018

Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page

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Genovo Suitability Report New Features & Updates August 2018

Genovo Suitability Report New Features & Updates August 2018

Team Genovo - 9th August 2018

Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.

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How to use dynamic tags to further customise your Genovo reports

How to use dynamic tags to further customise your Genovo reports

Kate Ball - 18th June 2018

Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.

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How to set up and use the integration with Intelligent Office (iO)

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

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