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.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- Budget updates
- FCA Guidance
- Financial Planning Tips
- Gena
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips