Genovo Suitability Report New Features & Updates July 2019
Team Genovo - 11th July 2019
It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.
Read more >How to include / remove the Report Reference from the Report Title Page
Kate Wells - 17th June 2019
Learn how to include or remove a report reference from the title page of the reports you create in Genovo.
Read more >Genovo Suitability Report New Features & Updates May 2019
Ed Evans - 23rd May 2019
Following the introduction of the 4 new report types in our March release it is now possible to change the report type of an existing report
Read more >How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
Richard Lent - 15th May 2019
Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.
Read more >Get creative with Genovo’s template tables
Kate Wells - 15th April 2019
Learn how to easily customise template tables or create your own in Genovo.
Read more >Genovo Suitability Report 2019-20 Tax Year Updates
Team Genovo - 5th April 2019
Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.
Read more >Genovo Suitability Report New Features & Updates March 2019
Ed Evans - 14th March 2019
This update is a biggie! Find out more about the 4 new report types and other new functionality we’ve added to Genovo to help you streamline your review process, demonstrate the value of your service to your clients, and fulfil the requirements for regular reporting under MiFID II.
Read more >New Features February 2019 – iO integration extended to include plan holdings
Ed Evans - 7th February 2019
We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.
Read more >Take a couple of minutes to read about Genovo’s updated table settings
Kate Wells - 28th January 2019
Learn about Genovo’s updated table settings
Read more >Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
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