Genovo

Genovo is a highly customisable and easy-to-use online suitability report builder, providing the perfect balance of personalised user input and time-saving automation.

This groundbreaking two-integration allows you to pull client and plan data from Plannr into Genovo and upload the report back into Plannr and automatically save it against the client record(s).

Key Features

Time saving – Packed full of features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.

Compliance confidence – Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.

Highly customisable – Customise your workspace and your reports to reflect your company’s brand and advice service, as well as your individual content preferences.

Comprehensive solution – Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.

Reader friendly & engaging – Improve your client experience and enhance your company’s brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.

Truly scalable – Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.

Content libraries – Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.

High level security – We take the protection of our clients’ data extremely seriously.

Extensive user support – An extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it.

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