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
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
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
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
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
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
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
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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Genovo Suitability Report New Features & Updates January 2020
Ed Evans - 30th January 2020
Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.
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New Features & Updates December 2019 – Structured Products
Richard Lent - 9th December 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.
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