Latest news

Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live

Team Genovo - 13th September 2021

Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.

How much information about a client’s circumstances should you include in a suitability report?

Kate Wells - 19th August 2021

Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.

How to reassign a report to another client

Kate Wells - 16th July 2021

Learn how reassigning an existing report to another client can save considerable time when building a new report.

How to write a pension decumulation report

Nigel Ogram - 20th June 2021

Find out more about how to write a pension decumulation suitability report in Genovo.

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.

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.

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.

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.

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.

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.