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

Feature	Module	Update / Enhancement
Auto Enrolment report	Report Builder - Pension Recommendation Section	You can now write auto enrolment suitability reports covering a range of company pension schemes. Read more here...
New Static Template Sections	Report Builder	We've added the following new sections as static templates: Long Term Care Planning Recommendation Equity Release Recommendation Read more here...
Change of Section Name	Report Builder	For further clarity the Retirement Planning Recommendation section has been renamed the Pension Recommendation section.
Genovo Suitability Report Advice Sections Matrix	Report Builder	This has been updated to reflect the new updates. You can view it here...
Private Client Details	Client Library	We've added the following fields at the bottom of the client details page: Ordinary Residence Domicile Do you intend to move abroad? As with any field in Client Details, if you don't enter any data in the field, it won't be included within your report.
Job Title field	Account Admin - Manage Users	Account Admins can now input and edit the job title of another account user.
New Providers	Provider Library	We've added: Nest NOW Pensions The People's Pension
Changing the owner of a client	Client Library	Bug Fix: The "prepared by" field will now automatically update to reflect the change of owner.
Our Invoices	-	We've changed the style and layout of our invoices to make them clearer. We hope you like them!
Performance	-	We've updated our database servers to ensure even better & more consistent performance for our users
Non-optimal browsing experience when using the Internet Explorer web browser.	Icons and check boxes Disappearing / being unresponsive	This is browser settings issue which is easily fixed. Read more here...

Advice Options & Reasons Library

Section(s)	Step(s)	Update / Enhancement
Introduction	Client Objectives	We've added some new advice options to reflect the new products & sections we've added.
Investment Review	Plan Summary	We've added the following investment: Shares
Pension Review	Plan Summary	We've added the following products: Group Personal Pension Group Stakeholder Pension Occupational Money Purchase SSAS
Pension Review	Recommended Action	We've added the following advice option: Group scheme transfer
Pension Recommendation	Plan Summary	We've added the following products: Group Personal Pension Group Stakeholder Pension Master Trust Workplace Pension SSAS
Pension Recommendation	Why Provider / Plan	We've added some new advice reasons for use in AE reports.
Pension Recommendation	Disadvantages	We've added some new advice reasons for use in AE reports.
Pension Recommendation	Other Solutions	We've added the following options: Group Stakeholder Pension Group Personal Pension Occupational Money Purchase Scheme Master Trust Workplace Pension.

Report Content Manager

Section	Snippet	Update / Enhancement
All sections	Page Break	The page break snippets are now visible so you can hide them using the Report Content Manager. Read more here....
All sections	All snippets	Tags e.g. {Intro_ClientTable} are no longer section specific and can therefore be moved to, and rendered in, the snippet of another section.
Summary of Objectives & Recommendations	LTC Summary Equity Release Summary	These are new snippets which will be triggered if the relevant section is added to the Report Builder.
Review of Existing Pension Plans	Further Info (pension switch)	The wording has been edited to reflect the change of section name.
Pension Recommendation	Title	The wording has been edited to reflect the change of section name.
Pension Recommendation	Auto Enrolment Intro AE Default Fund	These are new snippets that will be triggered when the new standard Genovo AE objective is selected in the Client Objectives step of the Introduction section.
Long Term Care Recommendations	All snippets	These are all new snippets which you can edit in the usual way via the Report Content Manager. Click here for more info about the RCM...
Equity Release Recommendation	All snippets	These are all new snippets which you can edit in the usual way via the Report Content Manager. Click here for more info about the RCM...
Risk Warnings	Pension Recommendations	We've updated this snippet.
Risk Warnings	Auto Enrolment SSAS Long Term Care Annuity Equity Release	These are new rule-based snippets which will be automatically included within your report when relevant.
Appendix - Product Information	Group Personal Pension Group Stakeholder Pension Master Trust Workplace Pension Small Self-administered Scheme Long Term Care Annuity Equity Release	These are new rule-based snippets which will be automatically included within your report when relevant.
Appendix - Glossary of Terms	Auto Enrolment Long Term Care Annuity Equity Release	These are new rule-based snippets which will be automatically included within your report when relevant.
Appendix - Technical Notes	Pensions	We've updated this snippet
Appendix - Technical Notes	Auto Enrolment Long Term Care Planning	These are new rule-based snippets which will be automatically included within your report when relevant.

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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