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    Genovo Suitability Report New Features & Updates September  2021 – Our integration with Dynamic Planner is live

    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.

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    How to set up and use our integration with Curo

    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.

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    Genovo Suitability Report New Features & Updates December 2020

    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.

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    How to set up and use our integration with Xplan

    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.

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    Genovo Suitability Report New Features & Updates May 2020

    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.

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    Our integration with Xplan is now in beta

    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?

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    New Features December 2019 – Bulk Investment Importer

    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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    Genovo Suitability Report New Features & Updates July 2019

    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.

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    Genovo Suitability Report New Features & Updates August 2018

    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.

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    How to set up and use the integration with intelliflo office

    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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