New Features December 2019 – Bulk Investment Importer
Ed Evans - 3rd December 2019
Learn more about how you can quickly and easily upload multiple investments into your Investment Library using the new Bulk Investment Importer.
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Quickly add images into the reports you create within Genovo
Kate Wells - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
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Genovo Suitability Report New Features & Updates July 2019
Team Genovo - 11th July 2019
It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.
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Genovo Suitability Report 2019-20 Tax Year Updates
Team Genovo - 5th April 2019
Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.
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New Features February 2019 – iO integration extended to include plan holdings
Ed Evans - 7th February 2019
We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.
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How to make your reports stand out from the crowd by adding a favicon
Kate Wells - 22nd October 2018
Learn how to display your favicon in your reports.
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New APTA/TVC-related functionality added to Genovo
Ed Evans - 13th September 2018
Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.
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Genovo Suitability Report New Features & Updates August 2018
Team Genovo - 9th August 2018
Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.
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Genovo Suitability Report 2018-19 Tax Year Updates
Team Genovo - 5th April 2018
Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2018/19 tax year.
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Genovo Suitability Report New Features & Updates March 2018
Team Genovo - 27th March 2018
Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.
Read more >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
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