Here’s what some of our clients have to say about Genovo…

We started using Genovo in April last year as we required consistency across all our suitability reports. The advisers have found the suitability reports easy to produce and the output is a very professional looking report white labelled with our logo. We have appreciated the swiftness of the system being updated to reflect all regulatory and legislative changes. The staff at Genovo have also been very helpful from the beginning and have worked with us to make the changes we requested at all times. I would recommend Genovo to any advisory firm.”

Theresa Atal
Compliance Director

Working with Genovo for our mortgage and insurance suitability reports has improved both our efficiency and accuracy as well as ensuring our compliance. The pre-defined descriptions cover almost every aspect of the criteria we use but the ability to edit and add new descriptions, which can be shared with other users, means Genovo is an essential, time-saving business tool.”

John Thorn
Mortgage Services Administrator

We are really happy with Genovo, it is user-friendly, easy to customise and the reports look great too! The service has been fantastic. The support staff are responsive, knowledgeable, very accommodating and have made some excellent suggestions that have helped us meet our compliance requirements.”

Melanie Blanchard
Mortgage & protection specialist

I absolutely love Genovo.”

Maddy Gooding
Freelance Paraplanner

We have found Genovo very easy to adapt to. We had a new person start in our admin team and he has been able to write simple reports for us almost immediately. It took a few weeks of getting our own things into the system but we are now in a position that we can write most types of letter, even DB transfer letters can be done quickly and compliantly. We had some help from Kate when we got stuck but she had us sorted in no time. We were a bit sceptical at first but now I see this as a piece of software that is helping us not only get a standard process in place but is ultimately a time-saver in writing reports. The cost is easily paid for in speeding up your processes.”

David Jones
Director
Bankhall Member

Newell Palmer Logo

We have worked with Genovo for several years and their system has allowed us to build efficient processes for our paraplanning team. The consistency of output is the biggest plus for us, helping us to manage the output from multiple offices, together with the reassurance of the compliance oversight. Recently we have taken advantage of Genovo’s consultancy service to develop simplified reports and we have found them pleasant and easy to deal with, understanding and working to our requirements, but challenging where they needed to, to give us a better overall result. We have always found that Ed and his team listen to us and it has become very much a working partnership between us.”

Sue Groves
Operations Manager

Since entering into a partnership with Genovo we have undergone a revolution as far as our suitability reports are concerned. After many months looking at other solutions in the market we decided that the quality, ease of use and professional presentation style of Genovo not only met with our expectations but exceeded them. Feedback from our advisers and more importantly our clients has also been very positive. We particularly like the way the report can be made bespoke to our branding and colour scheme, but more importantly we have every confidence that all regulatory issues are being addressed. On a final note we have been extremely impressed with the technical support we have received and I would happily recommend Genovo to other advisers and their businesses.”

Martyn Allum
Managing Director

Omni Financial Logo

The team at Genovo are extremely helpful and supportive in getting you started on constructing and customising your reports. Genovo has dramatically cut down the time we spend on suitability letters. It also provides us with a consistent approach to suitability report writing across our business, cutting down on errors. Genovo are also very open to suggestions on how to change things and are continually trying to improve their own content to make our life easier. The end result is compliant and looks both extremely professional and client friendly.”

Jill Thomas
Senior Paraplanner
Tenet Member

Roberts Mackie Winstanley Logo

I am delighted that we’ve switched to Genovo. We were previously writing reports ourselves based on a template. Having received some criticism from our compliance consultants on length and repetition I decided it was time to look at the available options. We have been using Genovo for a few months now and we wouldn’t go back to writing from our own templates. Being able to personalise the system to our own fonts, styles and colours ensures that the output matches all of our other documentation. A decision well made!”

Iain Mackie
Managing Director

Thomas & Co Financial Services Logo

Genovo has certainly been a step up from our previous report writing tool and has allowed us to continue to improve the output we deliver. I am particularly impressed with the continuing updates reflecting the ever changing nature of the industry. Furthermore, we have found the support team to be friendly and helpful, sorting out any issues or knowledge gaps in an efficient manner.

Dan Smith 
Consultant

Having made the switch to Genovo, the difference is nothing short of a revelation and wish we had made the change years ago. Compared with the two rival systems we had been using over recent years, neither of these were very intuitive to use, nor were our advisers very keen on the output, content, or length of the reports. One of them was also almost impossible to edit once in Word. In comparison to these, Genovo is clear, straightforward and quick to learn, with an infinite ability to customise not only how your reports look in terms of colours, fonts and headings etc, but importantly adding and changing standard wordings is equally simple. With a little bit of time spent setting up our preferred options and wordings, we are now very nearly in a position that once downloaded to Word our reports are almost complete. This is not something either of the previous systems could manage as the Word documents became just another starting point. Support has also been excellent and further sets them apart from the competition.”

Andrew FitzMaurice
Paraplanner
Paradigm Partners founding IFA firm

A few months after becoming directly authorised from a network and a merger of two firms, we quickly realised that suitability report writing was inconsistent and varied with each adviser. It was a mixture of copy and paste templates from the network days which were slow to create and often had pasting errors. After trialling a few suitability report writers, we didn’t think we were going to find a solution that would cater for the tech savvy and the tech illiterate. The later giving us the most concern. We then gave Genovo a go and asked each adviser to do report on it. They all came back and said how easy it was to use and how much time they saved. They needed very little training as it was so intuitive to use. The reports were easily configured for our branding and are visually impressive and consistent. Genovo not only achieved all our objectives for a suitability writer. It exceeded them.”

David Drane
Director
Bankhall Member

We adopted Genovo in December 2015 and it has made a big difference to our client reports. Reports are clear, professional, consistent and compliant. Genovo has significantly reduced the time it takes to produce a client report. The Genovo support team are very efficient and extremely helpful on an ongoing basis”

Susan McWilliam
Paraplanner
Simply Biz Member

Our existing suitability report solution had become tired, was difficult to customise and the output looked bland. Genovo offered a solution to all our gripes and went even further with an easy to use interface, compliant wording and a great looking report at the end. But there was even more. We have experienced nothing but fabulous and attentive support from the beginning. Also, Genovo are more than willing to take on board suggestions for improvements, and this work has been done very quickly. We have been able to tailor the software very easily to output text that we have developed to support our research and investment proposition. Overall we feel that Genovo has enhanced the quality of our work.”

Derek Evans
Director
Simply Biz Member

As a long term member of Paradigm we wanted access to a report writing tool that could be used by both paraplanners and advisers. We have found the system provided by Paradigm to be very time intensive and increasingly inflexible with very heavy editing necessary. Genovo has greatly streamlined our report writing. Genovo have been very helpful, offering assistance at every turn whether requested or not. The support offered during our trial and also from an ongoing service perspective has been first class. I would recommend that others look at Genovo as you will save your advisers and paraplanners a lot of time and the end output is far more client pleasing.”

John Davies
Managing Director
Paradigm Member

Both my clients (and their compliance consultants) never fail to be impressed by the structure and content of reports I have prepared using Genovo. For me, it is a joy to use. Importantly, Genovo is company who listens to their customers comments and acts on them. It is an impressive system managed by a company which takes their customers seriously.”

Mike Malkiewicz
Principal

We approached Genovo as we were looking for a report writing tool that could be used by both paraplanners and advisers. After looking at a sample of solutions, we engaged with Genovo because it provided the efficiency and functionality we were looking for. Genovo have been extremely helpful, not only during our implementation phase but also with ongoing support and development.”

Daniel Lock
Senior Paraplanner

We have been very impressed with the team at Genovo as even in our offshore location (Jersey) they grasped our needs and any modifications required to add new products were implemented very quickly. Its great to come across a team who are open minded and responsive. Thank you.”

Paul Hamer
Director & Chartered Wealth Manager

Using Genovo’s report writing tool has had a big impact on the both the content and the appearance of our reports. Genovo creates personalised reports which include accurate and up to date information. I would highly recommend Genovo to any firm.”

Nick Tattersall
Head of Paraplanning
Simply Biz Member

I have been using Genovo for DB transfer suitability reports for nearly two years and have found it extremely helpful to the business. It’s easy to use and customise and it produces reports that I can rely on to be compliant. The support team are very efficient and knowledgeable – calls are always answered promptly and it’s rare that an issue cannot be resolved there and then.”

Tony Hopwood
Senior Pensions Administrator
Simply Biz member

I signed up to Genovo a couple of years ago and have found it to be extremely easy to use! You can produce highly professional suitability reports specifically tailored to a client’s circumstances remarkably quickly. The system is extremely intuitive. I would recommend this software to any IFA/Financial Planner looking to simplify the process of producing highly professional and compliant suitability reports.”

Philip Edward
Director
True Potential member

We started using Genovo nearly 2 years ago. I can say without doubt that the system has significantly improved our reports in terms of readability. It has also saved us a huge amount of time. One of the best things about the system is our ability to adapt and amend the reports to our own style. We use Genovo in different ways – from constructing full reports to creating an outline on which we can build. The support offered by Ed, Kate and the team there has been fantastic. They are always improving the system and reports, and are great at keeping the content of the reports up to date and compliant.”

Matthew Jordan
Head of paraplanning

“We have been using Genovo for a few months and I am confident it is saving us more time with each report. The layout, user friendly format, ability to customise to your own requirements and up-to-date regulatory changes coupled with the A* customer service makes Genovo an overall great product.”

Tim Mogford
Paraplanner

Genovo is a great help. It is easy to work and set up, and most importantly gives the client an easy-on-the-eye and easy to understand report. As we get more used to the system, it will save us time and gives us a great repeatable process. I would recommend this system.”

Louise Jones
Chartered Financial Planner & Director
Bankhall Member

Wealth Fortress Logo

Genovo is so easy to use. The fact that we can customise the software to match our requirements makes reporting so efficient and hassle free. The service received from the support team at Genovo is first class, nothing is too much trouble and there is always a solution to every problem.”

Shaun de Jongh
Managing Director

Claritas Logo

Genovo has significantly reduced the length of time it takes to produce our suitability reports. It was easy to brand in our company colours and we were producing reports pretty much ‘out of the box’ on day one. The output is logical and client friendly and the only additional work we feel we now need to do is alter some of the paragraphs to reflect the tone that we want to use in our client communications. The complete flexibility of the system means that we can do this and have the best of both worlds, i.e. a compliant report with all risk warnings / technical info etc but sounding like it has been written by ourselves rather than by a piece of software.”

Tim Walsham
Chartered Financial Planner

We’ve been using Genovo for about 6 months and it has undoubtedly made my work and therefore life much easier! There is some upfront effort required to tailor the system to your own preferences but once you’re up and running you’ll never look back. It offers a quick, compliant and logical solution to creating suitability reports across all products and client types. The Genovo team is very supportive and they deliver what a lot of other companies promise to but fail to….Genovo genuinely action user feedback to constantly develop and improve their product. If you find yourself dreading suitability reports and find your current solution draining a lot of your time (and sanity) then maybe you should try Genovo. Our business uses ThreeSixty for compliance and find that the reports that have been reviewed as part of our file checking agreement have been well-received.”

Paul Meenaghan
Paraplanner
Threesixty Member

Having used Genovo for just over 6 months my team have been very impressed by the outputs and how easy it is to use. All reports are outputted in the same consistent format – fonts, paragraph headings etc. Before using Genovo, reports sent out from our advisers were all different so Genovo has contributed to the brand image of our firm. The report writing tool itself is excellent, prompting the report writer to consider and document the disadvantages as well as the advantages of any recommendation. Cost comparisons are easily summarised in a table format, and the report itself is split into several sections for ease of reading. As a SimplyBiz member, I have checked the report against the SimplyBiz compliance standards and Genovo provides a compliant report output. The team at Genovo are also very helpful in personalising content and adding further compliance text in order to fulfil Compliance standards. In summary, I would recommend Genovo to anyone looking for a FCA compliant report in the most simplest way possible.”

Jeremy Phelps
Chartered Financial Planner
Simply Biz Member

I have been using Genovo for two years and have found it extremely useful. It is very much part of the everyday software I use for my business. I have used various other suitability report writing software and Genovo is by far the easiest to use and the most intuitive. The support is excellent and their knowledge of FCA requirements is very good.”

Andrew Sotiriou
Director
Simply Biz Member

Like other financial planners we have embraced technology to help us deliver a bespoke service to our clients. We have a number of tools that we use but I think if we did not have Genovo then we would suffer. Since we have adopted Genovo we have found that we are able to produce reports far more efficiently than we could previously. Whether it is a simple end of tax-year report or a full planning report Genovo has been able to meet our requirements. The key benefits that we have found is that the system can be easily customised to reflect our brand and style, the simplicity in using the system and the support we have received.”

AARON ERIŞKIN
Director
Simply Biz Member

I have found the Genovo system to be invaluable in being able to construct a thorough and very professional looking report. The system is easy to navigate through and ensures that all the key compliance points are covered but with lots of scope to personalise the content to each client. The support is also first class and whenever I have had a query, Ed has always been excellent in helping me.”

Peter McNulty
Chartered Financial Planner
True Potential Member

Having used a number of compliance provider report writing templates, we took the decision to use an external company that best fits with our business. In addition to providing us with this, the support team at Genovo provide efficient support and guidance having taking time to listen to our needs. As these needs evolve I am sure Genovo will be there with us.”

Jim McIntosh
Director & Chartered Financial Planner

Just to let you know Ed, I now write all of our reports. The change from using Simplybiz templates to Genovo has led to us being able to produce reports in a much more timely fashion, which are well written, compliant and something that we are proud to send out to our clients. Well done to you and your team for designing such a great product.”

Dr Donna Wellington
Director
Simply Biz Member

Genovo offers both a friendly and professional service. We are very grateful for all the help the team have given us; they are quick to respond to queries and are happy to offer solutions wherever possible. They have certainly made suitability report writing a less daunting process for us.”

Natalie James
Compliance Liaison Officer

Not only is Genovo incredibly easy to use and customise but it has also significantly reduced the time it takes to produce my suitability reports.”

Bernie McKernan
Financial Planner
True Potential Member

Genovo has made a big difference to our client reports which are now much clearer and have a more consistent structure with the bonus of also being easier to check from a compliance point of view. Having used other report writing systems I particularly like the flexibility of Genovo and the ability to tailor it to our company requirements.”

Carl Moorhouse
Training & Competence Manager

We have found Genovo to be a very time efficient report writing tool. Compliant, easy to use and with excellent editing functionality allowing bespoke white label reports. Constantly updated, almost immediately after any budget or regulatory amendments. Highly recommended.”

Stephen Bell
Partner
On-Line Partnership Ltd Member

Having previously given up on a number of suitability generators, it was refreshing to discover Genovo. The app is simple to use and was quickly customised to reflect our own business processes and corporate tone. Importantly for us, the centrally controlled Report Content Manager provides consistency and ensures compliance throughout our company.”

Nicola Banks
Compliance & Operations Manager

We adopted Genovo in January 2015 and whilst it took some time to tailor it to suit our needs, it was worth it. We now have far more professional, consistent and compliant reports. Genovo saves us lots of time. However, the most important thing is that our reports are a lot more client friendly and easier to navigate. The Genovo team is always very supportive and patient. I would highly recommend adopting Genovo to streamline your suitability report process.”

Emily Turgouse
Partner

Twitter Love

Genovo has revolutionised our business, not only are we able to ensure that suitability reports are consistent in content and style across the firm, we can improve our compliance oversight by using this tool. From simple to complex reports covering multiple areas of advice Genovo is saving us time and giving us peace of mind.”

Edward Perry
Independent Financial Adviser
Simply Biz Member

Genovo has enabled my company to construct thorough and professional reports with minimal fuss and time. The system is very intuitive and can be personalised to our firm’s needs and those of our clients. The compliance risk warnings and glossaries that are automatically included in each report are very useful too. Genovo is probably the one piece of software that we get the most value from in our practice.”

Donovan Goodman
Independent Financial Adviser
Bankhall Member

Having researched the options, Genovo is in my view the market leader in report writing software. The intuitive input, company and client personalisation produces clear, concise content efficiently. The resulting layout makes for a professional, client friendly report. The team are very helpful and encourage feedback to which they are receptive and refreshingly responsive.”

Rory Lewis
Paraplanner

I have found the Genovo software to be invaluable in being able to construct a professional looking report. The system is easy to work with and navigate through and has allowed me to personalise each letter for every client while meeting my compliance duties. The system has allowed me to be more efficient with my time.”

Neil Jacobs
Principal
Tavistock Member

We’re two days in and I can’t believe how incredibly easy this software is to use!”

Jon Dale
Director
Simply Biz Member

Genovo has allowed us to have standardised, coherent reports throughout the business, which have greatly assisted us in providing functional, coherent reports that are fully customisable for each adviser.”

Colm Doyle
Paraplanner

I started using Genovo when it was first launched. I find the reports produced are well laid out and professional looking. I have had positive feedback from the advisers I work with. The software is easy to use and you can edit it to suit the report. Whenever I have had any questions, I have found their support team to be really helpful too.”

Kate Banham
Principal

Genovo is head and shoulders above other report writing systems we’ve used in the past. It’s easy to use, the reports are reader-friendly and look great, and the support is first rate.”

Tim Miller
Partner

We used to dread writing reports – let’s be honest, who doesn’t? But Genovo’s package makes life so much easier. Our reports are more readable, compliant and easier to produce than ever before! Thankfully 40 page reports are a thing of the past.”

Gary Phillips APFS, CFP
Chartered and Certified Financial Planner
Simply Biz Member

The Genovo team have been a pleasure to work with, helping us to adapt their app to accommodate our somewhat unique needs as an outsourced paraplanning business. Genovo is now our report writing system of choice, allowing us to provide high quality, well-structured, personalised reports for our advisers, in a timely manner.”

Sarah Ross
Outsourced Paraplanner

We love this report writer, as do all of the advisers we use it for. It reduces the time spent on writing reports and the guys behind the scenes are helpful at all times. The “techy” bits are always up to date and I know I can rely on them to have the right information for the right products. Definitely an A* product that helps me in my role immensely!”

Samantha Yaffe
Panacea Adviser’s Outsourced Paraplanner of the Year 2015

We chose Genovo because it was easy to use without extensive training, and was easily customised to suit our approach and brand. It makes our lives much easier and we anticipate that the system will reduce the time spent on suitability reports considerably.”

Andrew Moore
Director

Genovo is the best suitability report system we have used and the reports are the easiest for our clients to follow. The suitability report is a key “physical output” of the work we do with clients so it is important it works for the client before anything else.”

Andrew Reeves
Certified and Chartered Financial Planner
Paradigm Member

Let us know how you’re getting on

We’d love to hear how Genovo’s working out for you. Please include our twitter handle @genovodocs in all of your tweets, or simply send us a message with your thoughts.

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