Latest news

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.

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.