Latest news

Genovo Suitability Report October 2024 Budget Updates

Team Genovo - 30th October 2024

A summary of the updates that have been applied to the Genovo suitability report app to reflect the changes announced in the 2024 Autumn Budget.

How does Genovo handle plan charges?

Nigel Ogram - 7th October 2024

In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.

How to write a Continued Suitability Report in less than 5 minutes in Genovo

Nigel Ogram - 7th October 2024

Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.

How to add a back page to your reports in Genovo

Nigel Ogram - 13th September 2024

In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.

How can I customise the boilerplate content of my reports?

Nigel Ogram - 12th August 2024

In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.

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.