plans &
pricing

We have a solution to suit you:

Solo Plan

1 User

£45 pm

Extra Writer User £45pm

Extra Reader User £5pm

Sign Up for 30 day free trial

  • Features:
     
  • Account admin
  • Standard customisation suite
  • Investment library
  • Provider library
  • Client library
  • Email & online support

Company Mini

5 Users

£125 pm

Extra Writer User £25pm

Extra Reader User £5pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Add & manage users
  • Centrally manage report content
  • Custom fonts
  • Share clients & reports
  • Share investments & providers
  • Share selectable options
  • Telephone support

Company Midi

10 Users

£225 pm

Extra Writer User £25pm

Extra Reader User £5pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Hide section steps
  • Create custom appendicies
  • Customisable page margins

Company Maxi

20 Users

£400 pm

Extra Writer User £20pm

Extra Reader User £5pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Add custom products
  • Add custom rule based content
  • Limited consultancy service

Company Plus

50+ Users

POA

Extra Writer User £20pm

Extra Reader User £5pm

Let’s Talk

  • All previous plan features plus:
  • Full consultancy service
  • Bespoke development work

Group Plan

X Users

POA

Let’s Talk

  • All previous plan features plus:
  • Manage Membership
  • Share custom content with linked accounts
  • Share investments & providers with linked accounts
  • Share selectable options with linked accounts

Which plan is right for my company?

Solo Plan

Designed for a single user adviser / paraplanner who writes all of the company’s reports, and needs to produce personalised, reader-friendly and compliant reports as efficiently and effectively as possible.

Company Plan

Designed for companies with multiple advisers / paraplanners that wish to work more efficiently as a team and promote consistent advice outcomes throughout their company using a fully customisable suitability report generator.

Group Plan

Designed for multi-company groups that wish to ensure greater consistency throughout their member companies to help improve compliance outcomes and streamline report checking.

Every individual who is using Genovo to write reports (Writer User) or have reports written for them (Reader User) should be added to the company’s account. This is how Genovo has been designed to be used, and ensures that:

  • Clients and reports are saved within each adviser’s client library, and therefore managed more efficiently.
  • The adviser’s (rather than the paraplanner’s) name is automatically inserted throughout the report.
  • We can support both the adviser and the paraplanner.
  • Reader Users can log in and edit and manage their own and their client’s details.

View Plans & User Role Matrix

Clive Thompson

Having 15 years experience of preparing suitability reports and used other report writing software, I have found Genovo to be the most effective and intuitive system to use. The reports are client facing, offering the right balance between a readable and professionally presented document and number of pages without compromising compliant content. Not satisfied with that, Genovo gives you the option of tailoring the report content to your own design. Creating reports is much quicker and more accurate as you are prompted on the required content, and with the support of the knowledge base and hints & tips on every page, you cannot go wrong.

Clive Thompson
Serenity Financial Planning Ltd

Frequently Asked Questions

How does the 30 day free period work?

As a new user, you can sign up and access all of the features of the selected plan, and pay nothing for the first 30 days of your subscription. There’s no risk, no obligation and you can cancel at any time. If you cancel your subscription within the first 30 days you will not be charged.

Can I change plan?

Yes. You can upgrade or downgrade plans at any time. During your 30 day free period you can change plans without incurring an immediate charge. However, assuming you do not cancel beforehand, you will be billed at the monthly cost of the new plan you have selected at the end of the 30 day free period.

After the 30 day free period has elapsed any charge due on upgrade or downgrade will be automatically prorated to reflect your change of subscription and you will be billed / credited accordingly.

Am I locked into a contract?

No. We don’t believe in long term contracts. You can cancel your account during your 30 day free period or at any time thereafter. However, we cannot issue refunds for partial months.

Are prices subject to VAT?

Yes. All prices quoted above are subject to VAT.

What is the difference between a Writer and a Reader user?

A Writer User can log in to Genovo and write reports for themselves or other users within their account (assuming they’re part of a company plan and share client / reports has been activated for them).

A Reader User cannot write reports but they can have reports written for them by a Writer User. Although a Reader User can login into Genovo, they are only able to access their own client library and account admin from the dashboard.

A paraplanner or adviser who writes or “tops and tails” reports would typically be added as a Writer User. An adviser who has all of their reports written for them by a paraplanner would typically be set up as a Reader User.

Do I have to provide card details on sign-up?

Yes, you will be asked to provide card details to set up your account as part of the sign-up process, but nothing will be charged to your card until the end of your 30 day free period.

How do I pay?

You will be prompted to provide your bank card details on sign up. We accept all major credit and debit cards.

The first payment will be taken 30 days after you sign up and your card will be billed monthly thereafter unless you cancel your account. We will email you a VAT receipt each time we bill your card.

Are there any set-up fees?

No. It’s risk-free to sign up and use Genovo. There are no set-up or initial fees, or any other hidden costs.

Can I reactivate my account?

Yes. You can reactivate your account within 30 days of cancelling it. All customisations will be saved for this period. On reactivating your account, you will be billed immediately and your monthly billing date will be reset accordingly.

What is the consultancy service?

This is a premium service where we will work with you to further customise Genovo to reflect your company’s advice service and processes. We categorise deliverables for this type of work into two categories:

Custom Configuration Work – Customisation work that typically relates to an individual customer’s account and can be implemented using the standard Genovo feature set, and therefore requires no custom coding or development work.

Custom Development Work – Customisation work that requires custom coding and development work.

We would undertake a full requirements gathering exercise as part of this service, and provide you with a detailed Scope of Work. This service is charged on a time and materials basis.

Still not sure what plan is right for you?