integrations Archives

How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo

Nigel Ogram - 28th February 2025

How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!

How to write a drawdown review report in less than 9 minutes in Genovo

Nigel Ogram - 20th January 2025

How long does it take to write a Drawdown Review Report? Well in Genovo, it’s less time than you’d think!

How to write a Continued Suitability Report in less than 5 minutes in Genovo

Nigel Ogram - 7th October 2024

Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.

How to set up and use the integration with Plannr

Team Genovo - 18th July 2024

Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.

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.

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.

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.