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.
Read more >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.
Read more >Introducing our new video tutorials
Kate Wells - 19th November 2020
Discover our new and updated video tutorials covering everything you need to know about the Genovo suitability report app. in nice easy to follow bite-sized chunks.
Read more >New Security Features and ISO27001 Accreditation
Ed Evans - 29th October 2020
Learn more about the new security features we’ve added to Genovo and our recent ISO27001 accreditation.
Read more >How to change the colour and style of the bullet points in your Genovo reports
Kate Wells - 21st October 2020
Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.
Read more >New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’
Richard Lent - 21st September 2020
Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.
Read more >How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan
Richard Lent - 20th August 2020
A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.
Read more >How to activate share clients / reports so users can share clients with, and write reports for other users within their account
Kate Wells - 20th July 2020
Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.
Read more >Genovo Suitability Report New Features & Updates July 2020
Team Genovo - 14th July 2020
Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.
Read more >How to set up and use our integration with Xplan
Team Genovo - 1st July 2020
Learn how you can easily integrate Genovo with Xplan, the award-winning financial planning and wealth management software from Iress.
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