The next generation of suitability report builders is coming soon!
Ed Evans - 20th November 2023
Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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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