Genovo Suitability Report New Features & Updates (2.7) October 2025

Ed Evans

2.7 was always scheduled to be a ‘maintenance release’ and hence it was never destined to include as many user-facing new features and enhancements as the recent feature-packed 2.5 and 2.6 releases.

However, never being ones to miss an opportunity to improve the experience of our users, the Customer Success Team have still been badgering the Product Team and managed to get a handful of enhancements that will have real tangible benefits for all Genovo users sneaked into this release!

So what can you expect to find the next time you log in to Genovo…..

Enhanced user roles functionality

The Genovo user roles have been revamped to more completely reflect the needs and make-up of the typical financial planning company.

The new Reader Owner role is particularly useful for directors / business owners who want to retain control over account management / billing, but don’t write reports, and therefore don’t want to use up one of the account’s Writer user licenses.

What’s more, it is now possible to change the role of a user who had previously be assigned the role Account Owner to another role. Moving forward any one of the five user roles can be assigned to any user, at any time, provided at least one user on the account has the role of Writer Owner or Reader Owner.

You’ll find more information about the new user roles here.

Refactored our third party integrations

We’ve also been busy refactoring all our integrations. Moving forward you should notice a significant reduction in the time it takes to pull a client or plan from your back-office system into Genovo.

These enhancements have the added benefit that they will also significantly reduce the time it takes to create a report when using the recently released AI-powered Gena report creation method.

New Investment Themes

As a direct result of user feedback, we’ve added a couple more ‘Investment Theme’ options into the Recommended Investment Strategy Supplementary Information step in the Recommended Investment Strategy section. The two new options are:

• Your company’s Centralised Retirement Proposition
• Managed Portfolio Service

You’ll find more information about investment themes and how you can customise the content that comes out in your reports when you select any of the options to more accurately reflect your own preferences and advice service in this article from our Knowledge Base.

Coming soon…..

We’re currently working on a number of other enhancements to the AI-powered Gena report creation method which are due to go live early next month….further details on this will follow shortly.

Looking a little further ahead, we’re also making great progress with our initiative to extend Gena’s capabilities to “consume” key documents from the advice process to pre-populate ever more data points within the Genovo Report Builder. We’re hoping we’ll have something to release into beta by the start of 2026.

Got an idea? Want to get more involved?

At Genovo, we’re very proud of the fact that our users have always been at the heart of our software development process. If you’d like to take a more active role in our exciting journey and help shape the direction of the Genovo product, please get in touch and let’s fix up a 15-30 minute online chat – we’d love to hear your thoughts and ideas.

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