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    Genovo Review Report 2.0 New Features & Updates July 2022

    Genovo Review Report 2.0 New Features & Updates July 2022

    Team Genovo - 19th July 2022

    Learn more about the changes we’ve made to our Review Report 2.0 to make the review process even more efficient for you, and clearer for your clients.

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    Genovo Suitability Report Content Enhancements May 2022

    Genovo Suitability Report Content Enhancements May 2022

    Team Genovo - 31st May 2022

    Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.

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    Genovo Suitability Report Risk Warnings Updates April 2022

    Genovo Suitability Report Risk Warnings Updates April 2022

    Team Genovo - 28th April 2022

    We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.

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    Genovo Suitability Report 2022-23 Tax Year Updates

    Genovo Suitability Report 2022-23 Tax Year Updates

    Team Genovo - 5th April 2022

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

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    Genovo Suitability Report New Features & Updates January 2022

    Genovo Suitability Report New Features & Updates January 2022

    Ed Evans - 20th January 2022

    Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.

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    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Team Genovo - 19th October 2021

    Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.

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    Genovo Suitability Report 2021-22 Tax Year Updates

    Genovo Suitability Report 2021-22 Tax Year Updates

    Team Genovo - 5th April 2021

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2021-22 tax year.

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    Genovo Suitability Report New Features & Updates July 2020

    Genovo Suitability Report New Features & Updates July 2020

    Team Genovo - 14th July 2020

    Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.

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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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    Genovo Suitability Report 2020-21 Tax Year Updates

    Genovo Suitability Report 2020-21 Tax Year Updates

    Team Genovo - 5th April 2020

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the start of the 2020-21 tax year.

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