Genovo Suitability Report New Features & Updates December 2017

Team Genovo

Here’s a summary of the new updates and features you’ll discover the next time you log in to the Genovo suitability report app.

App

Module	Feature	Update / Enhancement
Client Library Account Admin	As part of our preparations for GDPR, we've added a new export button that allows data to be downloaded as a standard CSV file.	You can now export: 1. An individual client record in the event you receive a data subject access request. 2. Your company, user and client details in line with the new data portability requirements.
Genovo HTML Editor	Added new font size control button	You can now change the font size of the template text and override the font size settings of your Report Theme.
Investment Library Add investment to investment strategy	New optional field	We've added DFM Charge % so you can expressly disclose the charge being levied by the DFM manager for any DFM investment added to your Investment Library or an investment strategy (rather than having to add this info. into the Further Investment Info field).

Section Wizards

Section(s)	Step(s)	Update / Enhancement
Review of Your Existing Investments	Plan Summary	We've added the following field: - In trust?
Review of Your Existing Investments	Recommended Action	We've added the following new recommended action: - Reassign
Review of Your Existing Pension Plans	Benefits & Features	We've added the following new "intelligent" fields: - Flexible Retirement Options - Investment Choice - Death Benefit Nomination
New Investment Recommendation Important Information	Disadvantages & Tax Implications Next Steps	We've added some new advice options which cover the need to obtain an LEI.
Review of Your Existing Protection Plans	Plan Summary	The Policy Holder field is now an editable drop down just like the Life Assured field.
All review and recommendation sections	Plan Charges	We've made some changes to these steps in readiness for MiFID II. Read more....

Report Content Manager

Section	Snippet Name	Update / Enhancement
All investment-related review and recommendation sections	Plan Charges	The wording of these snippets has been slightly amended.
All investment-related review and recommendation sections	Aggregated Total Charge	This is a new snippet that will be triggered when an Aggregated Total Charge % is provided for a plan in the Plan Charges step of the corresponding section.
Mortgage Recommendation	Residential Property Stamp Duty	The wording of this snippet has previously been updated to reflect the changes announced in the Budget.
Appendix - Product Information	Enterprise Investment Scheme	The wording of this snippet has previously been updated to reflect the changes announced in the Budget.
Appendix - Plan Comparison	Pension Review Charges Retirement Income Review Charges Investment Review Charges Pension Recommendation Charges Pension Benefits Charges Investment Recommendation Charges	The wording of these snippets has been slightly amended.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out the Genovo Knowledge Base.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

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