Latest news

How to set up and use the integration with intelliflo office

Ed Evans - 12th June 2018

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

Fix your template images that you have uploaded using Postimage

Kate Wells - 22nd May 2018

Learn how to amend your images that you have previously uploaded using Postimage.

Genovo Suitability Report 2018-19 Tax Year Updates

Team Genovo - 5th April 2018

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2018/19 tax year.

Genovo Suitability Report New Features & Updates March 2018

Team Genovo - 27th March 2018

Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.

How to customise how the regulatory documents are referenced in your suitability reports

Kate Wells - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

How to update the table of contents in Word

Kate Wells - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Introducing our new video tutorials

Kate Wells - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.