Latest news

How to set up and use the integration with Plannr

Team Genovo - 18th July 2024

Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.

How does Genovo stack up against the PFS Suitability Report Writing Guide?

Nigel Ogram - 15th July 2024

Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.

How can I add a background image to my report title page?

Nigel Ogram - 8th July 2024

Following on from last month’s User Tip, Nigel shows you how to take advantage of the new Report Title Page Image customisation feature.

We’re ISO 27001 certified…..yet again!

Ed Evans - 28th June 2024

We’re extremely proud to announce that Genovo has successfully completed an external assessment by a UKAS accredited certification body, Approachable Certification, and once again achieved ISO 27001 certification with zero /none / nil / zilch major or minor non-conformities!

How can I manage existing report sections or add custom sections in Genovo?

Nigel Ogram - 11th June 2024

Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.

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!

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.

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.

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.

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.