Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live
Team Genovo - 13th September 2021
Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.
Read more >How to set up and use our integration with Curo
Team Genovo - 26th April 2021
Learn how to integrate Genovo with Curo, the back office software from Time4Advice; and pull client and plan data into your reports with a couple of clicks.
Read more >Genovo Suitability Report New Features & Updates December 2020
Team Genovo - 10th December 2020
Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.
Read more >How to set up and use our integration with Xplan
Team Genovo - 1st July 2020
Learn how you can easily integrate Genovo with Xplan, the award-winning financial planning and wealth management software from Iress.
Read more >Genovo Suitability Report New Features & Updates May 2020
Ed Evans - 14th May 2020
Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.
Read more >Our integration with Xplan is now in beta
Ed Evans - 12th December 2019
Fancy beta testing our brand new integration with Xplan, the award-winning financial planning and wealth management software from Iress?
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 >Genovo Suitability Report New Features & Updates July 2019
Team Genovo - 11th July 2019
It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.
Read more >Genovo Suitability Report New Features & Updates August 2018
Team Genovo - 9th August 2018
Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.
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.
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