Latest news

How signposting can help control the length of your suitability reports

Kate Wells - 20th June 2017

Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.

Introducing the new Genovo website

Ed Evans - 2nd June 2017

The new website has a clean uncluttered design (much like our reports), and offers quick and easy access to all the information you need to know about us and our products. It also has links to heaps of useful resources including example reports, our suitability report checklist and hints & tips on suitability report best practice.

Genovo Suitability Report New Features & Updates May 2017

Team Genovo - 9th May 2017

Learn more about the new features we’ve added to Genovo including new IHT, trusts and replacement business functionality.

How to create and edit a template table in your suitability reports

Kate Wells - 25th April 2017

Learn how to create and edit a template table in Genovo so that it comes out in your reports in line with the table-related styles you’ve selected in your Report Theme.

Genovo Suitability Report 2017-18 Tax Year Updates

Team Genovo - 5th April 2017

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2017/18 tax year.

How to customise the title of your suitability report title page

Kate Wells - 21st March 2017

Learn how to add a custom report title to the title page of your suitability reports in Genovo.

Genovo Suitability Report New Features & Updates February 2017

Team Genovo - 22nd February 2017

Learn more about the new features we’ve added to Genovo including an auto-generated covering letter and a new “next steps” step.

How to move the Attitude to Risk and Capacity for Loss text from the Investment Strategy to the Introduction section of your reports

Ed Evans - 13th February 2017

Learn how to customise your Genovo account so the attitude to risk and capacity for loss text comes out in the Introduction section of your reports.

Genovo Suitability Report New Features & Updates November 2016

Team Genovo - 17th November 2016

Learn more about the new features we’ve added to Genovo which make it even quicker to customise the content and structure of your suitability reports to reflect your advice service, the type of advice being provided as well as the client’s individual profile.