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    Genovo Suitability Report New Features & Updates May 2021

    Genovo Suitability Report New Features & Updates May 2021

    Team Genovo - 20th May 2021

    Learn more about all the new features we’ve added to the Genovo suitability report app including enhancements to our Xplan integration as well new pension, mortgage, investment and protection functionality.

    Read more >

    New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

    New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

    Richard Lent - 21st September 2020

    Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.

    Read more >

    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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