Genovo Suitability Report New Features & Updates (2.6) July 2025
Ed Evans - 22nd July 2025
Learn more about all the exciting new features we’ve added to Genovo including Gena – the Genovo AI Assistant – as we rapidly push forward with our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Genovo Suitability Report New Features & Updates (2.5) April 2025
Ed Evans - 29th April 2025
Learn more about our brand new Report Editor functionality as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Genovo Suitability Report New Features & Updates November 2024
Team Genovo - 20th November 2024
Learn more about all the new features we’ve added as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Everything you need to know about v2 launch weekend
Ed Evans - 2nd April 2024
Find out everything you need to know about Genovo launch weekend and beyond.
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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.
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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
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
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
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
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 >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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