Genovo New Features & Updates

Genovo New Features & Updates

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

ModuleFeatureUpdate / Enhancement
Provider LibraryWe've added new providers.We've added:
Aegon ARC
Parmenion
Investment LibraryWe've added a new field to Add / Edit Investment: Further Investment InfoAny information you include in this field will be automatically inserted into your report whenever you add that investment to an investment strategy. You may wish to use this to include an asset allocation chart, further information about the investment manager, or a table of the underlying funds that make up the portfolio.
Read more here...
Advice Options & Reasons LibraryPlan Summary step - Review sectionsAccount Owners and Account Admins can now add custom products to the review sections.
Read more here...
Advice Options & Reasons LibraryPlan Summary step - Recommendation sectionsAccount Owners and Account Admins can now add custom products to the recommendation sections.
Read more here...
Advice Options & Reasons LibraryRecommended Action step - Review sectionsAccount Owners and Account Admins can now hide standard recommended actions.
See how here...
Report BuilderReplacement Business - Plan Comparison SectionAs a result of customer feedback we've renamed this section "Plan Comparison" and moved it to the appendix of the report.

Advice Options & Reasons Library

Section(s)Step(s)Update / Enhancement
Investment ReviewPlan SummaryWe've added the following investments:
AIM Investment
Investment Trust
Pension Review
Investment Review
Recommended ActionWe've added the following advice option:
Top up
Read more here...
Pension Review
Investment Review
Recommended ActionWe've added the following advice option:
Top up and switch the underlying investments of
Investment RecommendationPlan SummaryWe've added the following investment:
Investment Trust

Report Content Manager

SectionSnippet NameUpdate / Enhancement
Review of Existing Pension PlansFurther Info (pension switch)This snippet has been updated to reflect the fact that the Plan Comparison section has been moved to the appendix.
Review of Existing Retirement Income PlansFurther Info (transfer)As above.
Review of Existing InvestmentsFurther Info (transfer & encash)As above.
Investment StrategyFurther Investment InfoThis is a new snippet. Any information included within the Further Investment Info field for a selected investment will be rendered in the {IS_LibInvNotes} tag in this snippet.
Read More...
Appendix - Product InformationInvestment TrustThis new snippet will be automatically inserted into your report when an Investment Trust is recommended in the Investment Recommendation section.
Appendix - Plan ComparisonTitle & OpeningThe text within this snippet has been edited to reflect the new name for this section.
Appendix - Technical NotesAuto EnrolmentThe text has been updated in line with the announcement in the Autumn Statement that the proposed rises in the AE minimum contribution have been pushed back 6 months.

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.

Share this post

< Back to latest news