Find news about our new features & updates, as well as user tips and articles on suitability report best practice

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    How to best add a new user to your Genovo account

    How to best add a new user to your Genovo account

    Nigel Ogram - 24th May 2021

    Learn more about the different ways you can add a new user to your Genovo account.

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    Genovo Suitability Report New Features & Updates May 2021

    Genovo Suitability Report New Features & Updates May 2021

    Team Genovo - 20th May 2021

    Learn more about all the new features we’ve added to the Genovo suitability report app including enhancements to our Xplan integration as well new pension, mortgage, investment and protection functionality.

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    How to set up and use our integration with Curo

    How to set up and use our integration with Curo

    Team Genovo - 26th April 2021

    Learn how to integrate Genovo with Curo, the back office software from Time4Advice; and pull client and plan data into your reports with a couple of clicks.

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    How to customise the report title of the reports you create in Genovo

    How to customise the report title of the reports you create in Genovo

    Kate Wells - 19th April 2021

    Learn how to add a custom static or dynamic report title to the report title page of your reports.

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    Genovo Suitability Report 2021-22 Tax Year Updates

    Genovo Suitability Report 2021-22 Tax Year Updates

    Team Genovo - 5th April 2021

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2021-22 tax year.

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    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    Ed Evans - 8th March 2021

    Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.

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    How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

    How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

    Kate Wells - 15th February 2021

    Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.

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    Introducing our new Summary of Section Snippets Matrix

    Introducing our new Summary of Section Snippets Matrix

    Richard Lent - 15th January 2021

    Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

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    How to produce a suitability report advising a client on a pension sharing order

    How to produce a suitability report advising a client on a pension sharing order

    Richard Lent - 14th December 2020

    A step-by-step guide to building a suitability report in Genovo advising your client on a pension sharing order.

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    Genovo Suitability Report New Features & Updates December 2020

    Genovo Suitability Report New Features & Updates December 2020

    Team Genovo - 10th December 2020

    Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.

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