Genovo Updates and Enhancements

Genovo Updates and Enhancements

Team Genovo

Here’s a summary of the updates and enhancements we’ve applied to the Genovo suitability report app.


SectionStep(s)Update / Enhancement
IntroductionClient Background
Client Objectives
Existing Provision
We've noticed that users are inserting details of the client's objectives and existing plans in the Client Background step instead of the Client Objectives and Existing Provision steps. We've edited the instruction text to clarify the expected content of each step.
Investment RecommendationTrustA text box has been added so you confirm the reason why no trust has been recommended.
Protection RecommendationTrustsA text box has been added so you confirm the reason why no trust has been recommended.
Investment StrategyAttitude to RiskA text box has been added so you can further elaborate on the risk profiling process you have used with your clients.
Pension ReviewBenefits & FeaturesA text box has been added so you can provide further information regarding any of the benefits and features.
Protection ReviewBenefits & FeaturesAs above.
Retirement Planning RecommendationPlan FeaturesAs above.
Protection RecommendationPlan Features (Life)As above.
Protection RecommendationPlan Features (Income)As above.
Protection RecommendationPlan SummaryA Policy Holder field has been added.

Report Template Text

SectionSnippetUpdate / Enhancement
Pension Benefits RecommendationPensions ReformThe wording has been updated to reflect that more of the reforms announced in the March Budget have now been confirmed.
Appendix - Product InformationCapped DD Pension
Flexible DD Pension
Phased DD Pension
As above.
Appendix - Technical NotesPensionsAs above.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out our knowledge base.


FeatureModuleUpdate / Enhancement
Checkbox clickingAll section wizardsWe've implemented a new mechanism which has significantly improved the responsiveness of the Advice Options and Advice Reasons checkboxes.
CheckboxesAll section wizardsWe know how annoying it's been that on clicking a checkbox the page has jumped back to the top due to a refresh and we've implemented a solution to overcome this.
General PerformanceThe appTo be honest we've been rather caught on the hop by the level of interest and the number of users who've signed up. This has resulted in some bottlenecks - sorry. We've identified the problem, implemented some modifications to improve the overall performance of the app, and we will continue to review this.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

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