Our integration with Xplan is now in beta
Ed Evans - 12th December 2019
Fancy beta testing our brand new integration with Xplan, the award-winning financial planning and wealth management software from Iress?
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New Features & Updates December 2019 – Structured Products
Richard Lent - 9th December 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.
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New Features December 2019 – Bulk Investment Importer
Ed Evans - 3rd December 2019
Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.
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Socially Responsible investing – a success story in the free market economy?
Mike Malkiewicz - 28th November 2019
Mike Malkiewicz of Clear Paraplanning looks at the merits of socially responsible investing, and asks it all win-win?
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An Overview of Genovo’s Matrices
Kate Wells - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
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A Genovo user’s guide to customisation
Kate Wells - 21st October 2019
A guide to the extensive customisation functionality that is available within Genovo.
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New Features & Updates October 2019 – Commercial property purchase via a pension
Richard Lent - 17th October 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension
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Quickly add images into the reports you create within Genovo
Kate Wells - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
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How to add a second image to your suitability report title page
Kate Wells - 15th August 2019
Step by step instructions that walk you through how to add a second image to your suitability report title page
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How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard
Richard Lent - 5th August 2019
Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard
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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