plans &
pricing

A fully-featured and scalable report writing solution designed to reflect the make-up and needs of your company.

Solo
Plan

1 Writer User

2 Reader Users

£55 pm

Sign Up for 30 day free trial

  • Plan features: 

  • Manage users
  • Add company branding
  • Add logo & favicon
  • Add custom ATR profiles
  • Customise report content
  • Create report templates
  • Add custom providers
  • Add custom investments
  • Email & online support

Company Starter

2 Writer Users

4 Reader Users

£110 pm

Extra Writer User £35pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Share clients & reports
  • Centrally manage company branding
  • Centrally manage & share report content
  • Centrally manage & share selectable options
  • Centrally manage & share report templates
  • Centrally manage & share providers
  • Centrally manage & share investments
  • Email & online support

Company
Mini

5 Writer Users

10 Reader Users

£160 pm

Extra Writer User £30pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Custom fonts
  • Custom page margins
  • Bespoke section-specific snippet
  • Custom static template table
  • Add custom ATR profiles for you
  • Add 5 investments for you
  • Telephone support

Company
Midi

10 Writer Users

20 Reader Users

£280 pm

Extra Writer User £25pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Key account management
  • 1 free admin login
  • Custom report title page
  • Custom covering letter
  • Bespoke conditional snippet
  • Custom report-only appendicies
  • Custom 'Knowledge & Experience' options
  • Custom service proposition descriptions
  • Hide section steps
  • Add 10 investments for you

Company
Maxi

20 Writer Users

40 Reader Users

£500 pm

Extra Writer User £20pm

Sign Up for 30 day free trial

  • All previous plan features plus:
  • Add & set up users for you
  • Add custom products
  • Custom static template sections
  • Custom report types (consultancy service)
  • Custom tags
  • Add 20 investments for you
  • Consultancy service & bespoke development

Group
Plan

5 Admin

Logins

POA

Let's Talk

  • All previous plan features plus:
  • Custom sign up & login pages
  • Link multiple companies & manage group membership
  • White label with group branding
  • Add company branding to reports
  • Add custom group ATR profiles
  • Share custom report content with linked accounts
  • Share custom report templates with linked accounts
  • Share custom providers & investments with linked accounts
  • Consultancy service & bespoke development

Which plan is right for my company?

Genovo has been designed to reflect the interactions that take place between, and the tasks performed by the different job roles within the typical financial planning company.

Solo Plan

Designed for companies with just the one report writer who needs to produce personalised, reader-friendly and compliant reports for themselves and / or the company's advisers as efficiently and effectively as possible.

Company Plan

Designed for companies with multiple advisers and paraplanners that wish to work more efficiently as a team as well as centrally manage and share content to help promote consistent advice outcomes throughout the company.

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 within your company who is using Genovo to write reports (Writer User) for themselves or others, or to have reports written for them (Reader User) needs to be added as a user to your account. This is how Genovo is designed to be used, and ensures that:

  • Clients and reports are saved within the adviser’s client library, and therefore managed more efficiently.
  • The adviser’s (rather than the paraplanner’s) name, signature and headshot image is automatically inserted in the correct places throughout the report.
  • The paraplanner can send the adviser a notification when the report is ready for them to check.
  • We can support both the adviser and the paraplanner.

View Plans & User Role Matrix

Tom Lloyd-Read

In a bid to reduce the time taken to write reports and remove the need to continually update templates, we decided to review report writing solutions available in the market. Having tested a number of options, we chose Genovo. The system is intuitive and tailoring the reports to our requirements was straightforward. Using Genovo has certainly met our two main objectives; the speed with which reports are written has been cut, particularly with the Intelligent Office integration, and the time saved by not having to update our templates has been invaluable. The Genovo support team have also been great. They are responsive to queries and always open to new ideas. I happily recommend Genovo to other advisers.

Tom Lloyd-Read
Chartered Financial Planner & Head of Paraplanning
Canaccord Genuity Wealth Management

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 share client / reports has been activated for them).

A Reader User cannot write reports themselves but they can have reports written for them by a Writer User.

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 his / her reports written for them by a paraplanner would typically be added as a Reader User.

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

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

How do I pay?

You will be prompted to provide bank card details on sign up. We accept all major credit and debit cards. However, once you've signed up you can switch payment method to direct debit if you'd prefer.

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

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?