Genovo Suitability Report New Features & Updates (2.6) July 2025
Ed Evans - 22nd July 2025
Learn more about all the exciting new features we’ve added to Genovo including Gena – the Genovo AI Assistant – as we rapidly push forward with our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Genovo Suitability Report New Features & Updates (2.5) April 2025
Ed Evans - 29th April 2025
Learn more about our brand new Report Editor functionality as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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Genovo Suitability Report 2025-26 Tax Year Updates
Team Genovo - 5th April 2025
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2025-26 tax year.
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How to customise the footer of your reports
Nigel Ogram - 10th March 2025
In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.
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How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process
Nigel Ogram - 11th February 2025
Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.
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Customisation options for plan charges tables in Genovo
Nigel Ogram - 14th January 2025
In this month’s User Tip, Nigel walks you through the different ways that Genovo can present plan charges within suitability reports.
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Genovo Suitability Report New Features & Updates November 2024
Team Genovo - 20th November 2024
Learn more about all the new features we’ve added as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
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How to include a Table of Contents in Genovo report types that don’t have it as standard
Nigel Ogram - 11th November 2024
In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.
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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.
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How does Genovo handle plan charges?
Nigel Ogram - 7th October 2024
In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.
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.
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