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    How can I manage existing report sections or add custom sections in Genovo?

    How can I manage existing report sections or add custom sections in Genovo?

    Nigel Ogram - 11th June 2024

    Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.

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    We have liftoff! Genovo v2 is now officially live.

    We have liftoff! Genovo v2 is now officially live.

    Ed Evans - 28th April 2024

    Learn more about all the new features you’ll discover in Genovo v2. Spoiler Alert – there’s a lot!

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    Genovo Suitability Report 2024-25 Tax Year Updates

    Genovo Suitability Report 2024-25 Tax Year Updates

    Team Genovo - 5th April 2024

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.

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    Everything you need to know about v2 launch weekend

    Everything you need to know about v2 launch weekend

    Ed Evans - 2nd April 2024

    Find out everything you need to know about Genovo launch weekend and beyond.

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    The next generation of suitability report builders is coming soon!

    The next generation of suitability report builders is coming soon!

    Ed Evans - 20th November 2023

    Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.

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    We’re ISO 27001 certified…..again!

    We’re ISO 27001 certified…..again!

    Ed Evans - 16th October 2023

    Security of your clients’ personal information is paramount to you, and it’s just as important to us! As a result, we’re proud to announce that we’ve successfully completed an external assessment by UKAS accredited certification body and once again achieved ISO 27001 certification.

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    Genovo Suitability Report ESG-related content updates September 2023

    Genovo Suitability Report ESG-related content updates September 2023

    Team Genovo - 15th September 2023

    A summary of the updates that have been applied to the Genovo app to better accommodate ESG investing in your Suitability Reports.

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    Genovo Suitability Report 2023-24 Tax Year Updates

    Genovo Suitability Report 2023-24 Tax Year Updates

    Team Genovo - 5th April 2023

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2023-24 tax year.

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    Genovo Suitability Report Advice Options and Reasons Enhancements December 2022

    Genovo Suitability Report Advice Options and Reasons Enhancements December 2022

    Team Genovo - 15th December 2022

    In the final instalment of our Consumer Duty spring-clean we’ve reviewed all of the advice options and reasons in Genovo.

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    How Genovo can help you meet the requirements of Consumer Duty

    How Genovo can help you meet the requirements of Consumer Duty

    Nigel Ogram - 18th November 2022

    In this month’s user tip blog, Nigel walks you through how Genovo helps you fulfil the requirements set out by the Consumer Duty.

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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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