How to spend less time entering plan charges in Genovo
Nigel Ogram - 10th November 2025
In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports
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Genovo Suitability Report New Features & Updates (2.7) October 2025
Ed Evans - 16th October 2025
Learn more about all the new features we’ve added to Genovo as part of 2.7.
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Discover how Genovo can help you to implement a more joined up and secure report writing process within your financial planning practice
Nigel Ogram - 8th September 2025
In this month’s User Tip, Nigel tells the story of how the new Report Editor functionality can lead to a fairy tale ending
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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.
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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