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

    Please subscribe below to receive our news & updates alerts straight to your inbox:

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III

    Simon Large - 19th July 2022

    In the final part of his User Tip trilogy on how to write a replacement business report in Genovo, Simon looks at the Plan Comparisons steps. It is within these steps that a user is prompted to compare the charges, performance and, in the instance of pensions, the death benefits of the client’s existing and recommended alternative plan.

    Read more >

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    Simon Large - 17th June 2022

    In the second part of his User Tip blog on how to write a replacement business reports in Genovo, Simon looks at how to add details of the existing plan.

    Read more >

    Personalising your suitability reports using advice options and reasons

    Personalising your suitability reports using advice options and reasons

    Simon Large - 19th April 2022

    In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.

    Read more >

    Reusable, Repeatable Reports

    Reusable, Repeatable Reports

    Simon Large - 7th March 2022

    With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.

    Read more >

    How to write a Drawdown Review report

    How to write a Drawdown Review report

    Nigel Ogram - 14th February 2022

    This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

    Read more >

    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Simon Large - 10th January 2022

    Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

    Read more >

    2FA, or not 2FA, that is the question.

    2FA, or not 2FA, that is the question.

    Simon Large - 19th November 2021

    Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

    Read more >

    Overview of Genovo’s Report Types

    Overview of Genovo’s Report Types

    Kate Wells - 25th October 2021

    Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.

    Read more >

    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Team Genovo - 19th October 2021

    Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.

    Read more >

    How to reassign a report to another client

    How to reassign a report to another client

    Kate Wells - 16th July 2021

    Learn how reassigning an existing report to another client can save considerable time when building a new report.

    Read more >