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
All review and recommendation sectionsVariousFollowing user feedback we've capitalised the product names and other items in the drop down menus.
IntroductionClient ObjectivesTo highlight the importance of adding personalised Know your Client wording to each objective we've changed the edit icon to an add KYC info text link.
Investment StrategyAdd / Edit Investment StrategyWe've simplified the process of including the underlying fund holdings of a model portfolio or CIP within your report.
Investment StrategyInvestment Strategy - The InvestmentsWe've added 4 new fields - Sector, annual management charge, TER and OCF.
Investment StrategyInvestment Strategy - The InvestmentsThe average weighted charge of the investment strategy is automatically calculated and included within your report.
Investment StrategyAllWe've updated the hints and tips / page helps. Please hover over the hints and tips icon of each step for more info.

Report Template Text

SectionSnippetUpdate / Enhancement
Appendix - Product InformationCapped DD Pension
Enhanced Annuity
Flexible DD Pension
Guaranteed Lifetime Annuity
Phased DD Pension
Third Way Pension
The text has been updated to reflect the most recent draft legislation and guidance on the new pension freedoms set to take effect from 6 April 2015.
Appendix - Technical InformationPensions
Pension Benefits
As above.
Pension BenefitsPension Reform (DD)As above
Pension BenefitsPension Reform (annuity)As above
Appendix - Glossary of TermsPensions
Drawdown Pension
As above
Appendix - Glossary of Terms*NEW - Investment-relatedWe've created a new snippet within the Glossary of Terms which will be automatically included when the Investment Strategy section is included.

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
Provider DescriptionsProvider LibraryWe've updated all of the provider descriptions.
Added "Page Help" to Hints & Tips iconThe appDid you know there are useful hints and tips throughout the app tailored to the page you're on? For further info click here
Snippet EditorReport Content ManagerWe've added the ability to create report theme-styled tables and change the text alignment.
New FieldsInvestment LibraryWe've added 4 new fields - Sector, annual management charge, TER and OCF.

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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