Latest news

Personalising your suitability reports using advice options and reasons

Simon Large - 19th April 2022

In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.

Genovo Suitability Report 2022-23 Tax Year Updates

Team Genovo - 5th April 2022

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

Reusable, Repeatable Reports

Simon Large - 7th March 2022

With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.

How to write a Drawdown Review report

Nigel Ogram - 14th February 2022

This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

Genovo Suitability Report New Features & Updates January 2022

Ed Evans - 20th January 2022

Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.

Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

Simon Large - 10th January 2022

Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

2FA, or not 2FA, that is the question.

Simon Large - 19th November 2021

Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

Overview of Genovo’s Report Types

Kate Wells - 25th October 2021

Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.

Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

Team Genovo - 19th October 2021

Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.

An Overview of Genovo’s 3 Report Creation Methods

Kate Wells - 17th September 2021

Learn more about the different methods you can use to create the initial framework for a report in Genovo to help make your report writing process even more efficient.