Find news about our new features & updates, as well as user tips and articles on suitability report best practice

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    New Features December 2019 – Bulk Investment Importer

    New Features December 2019 – Bulk Investment Importer

    Ed Evans - 3rd December 2019

    Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.

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    How to set up and use the integration with intelliflo office

    How to set up and use the integration with intelliflo office

    Ed Evans - 12th June 2018

    Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

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    Genovo Suitability Report New Features & Updates March 2018

    Genovo Suitability Report New Features & Updates March 2018

    Team Genovo - 27th March 2018

    Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.

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    Genovo Suitability Report New Features & Updates December 2017

    Genovo Suitability Report New Features & Updates December 2017

    Team Genovo - 7th December 2017

    Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

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    Introducing the new Genovo website

    Introducing the new Genovo website

    Ed Evans - 2nd June 2017

    The new website has a clean uncluttered design (much like our reports), and offers quick and easy access to all the information you need to know about us and our products. It also has links to heaps of useful resources including example reports, our suitability report checklist and hints & tips on suitability report best practice.

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    Summer Budget – Genovo Updates

    Summer Budget – Genovo Updates

    Team Genovo - 9th July 2015

    A summary of the updates we’ve recently applied to the Genovo suitability report app following the Summer Budget.

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    Join Beta Testing and Get a Years Free Subscription to The Genovo Suitability Report Software

    Join Beta Testing and Get a Years Free Subscription to The Genovo Suitability Report Software

    Ed Evans - 11th February 2014

    We’re looking for a broad range of financial planners and paraplanners to beta-test our brand new suitability report software. All beta-testers will receive up to a year’s free subscription to Genovo, as well as the opportunity to influence the final product and become an early adopter of the latest developments in online document generation.

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