Find news about our new features & updates, as well as user tips and articles on suitability report best practice

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    Introducing our new Summary of Section Snippets Matrix

    Introducing our new Summary of Section Snippets Matrix

    Richard Lent - 15th January 2021

    Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

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

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

    Richard Lent - 14th December 2020

    A step-by-step guide to building a suitability report in Genovo advising your client on a pension sharing order.

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    Genovo Suitability Report New Features & Updates December 2020

    Genovo Suitability Report New Features & Updates December 2020

    Team Genovo - 10th December 2020

    Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.

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    Introducing our new video tutorials

    Introducing our new video tutorials

    Kate Ball - 19th November 2020

    Discover our new and updated video tutorials covering everything you need to know about the Genovo suitability report app. in nice easy to follow bite-sized chunks.

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    New Security Features and ISO27001 Accreditation

    New Security Features and ISO27001 Accreditation

    Ed Evans - 29th October 2020

    Learn more about the new security features we’ve added to Genovo and our recent ISO27001 accreditation.

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    How to change the colour and style of the bullet points in your Genovo reports

    How to change the colour and style of the bullet points in your Genovo reports

    Kate Ball - 21st October 2020

    Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.

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    New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

    New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

    Richard Lent - 21st September 2020

    Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.

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    How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

    How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

    Richard Lent - 20th August 2020

    A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.

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    How to activate share clients / reports so users can share clients with, and write reports for other users within their account

    How to activate share clients / reports so users can share clients with, and write reports for other users within their account

    Kate Ball - 20th July 2020

    Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.

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    Genovo Suitability Report New Features & Updates July 2020

    Genovo Suitability Report New Features & Updates July 2020

    Team Genovo - 14th July 2020

    Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.

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