How to write an inheritance tax planning suitability report with Genovo
Team Genovo - 2nd February 2015
Learn how to quickly and easily write an inheritance tax planning suitability report with Genovo
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Genovo Updates and Enhancements
Team Genovo - 19th January 2015
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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What makes a good adviser website?
Ed Evans - 8th January 2015
What are the key attributes of a good adviser website?
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Autumn Statement – Genovo Updates
Team Genovo - 4th December 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app following the Autumn Statement
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FCA Suitability Report Guidance: What does the regulator expect from you? Part II
Ed Evans - 3rd December 2014
The FCA has recently updated their Suitability Report Factsheet. This factsheet is essential reading for individuals who prepare suitability reports and / or monitor the quality of suitability reports prepared by others.
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Why good website design is so important
Ed Evans - 26th November 2014
Why it is so important for financial advisers to employ good website design and ensure their content is well written and up-to-date
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Genovo Updates and Enhancements
Team Genovo - 25th November 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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FCA Suitability Report Guidance: What does the regulator expect from you? Part I
Ed Evans - 19th November 2014
The FCA has recently updated their Suitability Report Factsheet. This factsheet is essential reading for individuals who prepare suitability reports and / or monitor the quality of suitability reports prepared by others.
Read more >
Microsoft and Dropbox Partnership
Ed Evans - 12th November 2014
Learn how the Microsoft and Dropbox partnership could help Genovo users with the process of writing, sharing and checking suitability reports.
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Genovo Updates and Enhancements
Team Genovo - 5th November 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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