Genovo

A highly customisable suitability report app providing the perfect balance of personalised user input and time-saving automation.

[Genovo @genovodocs]

Are you ready to transform your suitability report writing process? Check out our animated promo video to find out more.... https://t.co/zFS0gJgnWD

[Genovo @genovodocs]

Wow. What a week!
Another fantastic release that takes us even closer towards realising our mission of a comprehensive and fully-integrated report writing solution, we've welcomed many new users & received wonderful feedback from our existing users.
https://t.co/v7wQ2189BX

[Genovo @genovodocs]

It's an exciting day here it at Genovo; one year after the successful launch of v2 we have another game-changing release on the way. Keep an eye on your emails for more information!
You can subscribe to our mailing list using the link below...

https://t.co/9cSDiupjnk

[Genovo @genovodocs]

At Genovo, we recognise that along with changing the wording that is generated in reports, our users may also want to re-order the content of their reports. This month's user tip blog explains how....

https://t.co/5DevXUB8aP

[Genovo @genovodocs]

Genovo HQ is now closed for 2024 and what a fantastic year it has been! With the seamless launch of v2, our integration with Plannr and v2.3, it's been a busy one. The good news is, we will be back on the 2nd January with more exciting things in the pipeline for 2025.

[Genovo @genovodocs]

Gentle reminder that Genovo HQ will be closed from 4pm on Monday 23rd December. The Genovo Support Desk will remain open over the Christmas period and monitored, albeit with a lighter touch than usual. There's still plenty of time to get your January demos booked in.

[Genovo @genovodocs]

It's not too soon to start thinking about your New Year's resolutions..If one of those is to be more efficient with your Suitability Reports, we highly recommend booking a demo now to see how Genovo can help you. Trust us, your future self will thank you!
https://t.co/e1M1EaNK86

[Genovo @genovodocs]

Please keep in mind that Genovo HQ will be closed from 4pm on Monday 23rd December to 9am Thursday 2nd January 2025. You will still be able to access the Genovo app and the support desk will continue to be manned- albeit with a lighter touch than usual.

[Genovo @genovodocs]

We are often asked what products Genovo covers and with over 100 available this is quite an extensive list! Luckily for everyone, we do have a full list available on our website including the most recent addition of Cash Management Accounts.

https://t.co/XUSGxFnfXV

[Genovo @genovodocs]

As 2025 is just over a month away, now is the perfect time to prepare for improvements in your workload in the New Year. Book a demo now to learn how Genovo can help you in 2025.

https://t.co/ZYc3TABcCQ

#suitabilityreports #financialadviser #paraplanning #paraplanner

[Genovo @genovodocs]

You may have heard us mention this before - we're on a mission! The next stage in that mission is another new release. To find out more about the new features, updates and our mission visit the blog below:
https://t.co/wyEE4muJyh

[Genovo @genovodocs]

Some fantastic feedback from Sarah regarding their recent Key Account session. These sessions are held every 6 months and give us an opportunity to ensure our Key Accounts are getting the full benefit of using Genovo.

[Genovo @genovodocs]

Our phone lines will be closed today as Team Genovo will be spending the day together at The Shropshire Wildlife Trust discussing all things Genovo and all the exciting things we have in the pipeline 🤫 Our support desk is open and being monitored as normal.

[Genovo @genovodocs]

Time for another handy user tip blog, this month Nigel talks our users through adding a Table of Contents into report types that don't have it as standard. Another fine example of how customisable Genovo is...

https://t.co/FNjZYX29tr

[Genovo @genovodocs]

Did you know that Genovo offer a 30 day free trial, with no tie period? Meaning that your whole team can have access to Genovo from the beginning and with the Genovo team on hand to support you.

https://t.co/rdO1SwTXQN

#paraplanning #suitabilityreports #paraplanner

[Genovo @genovodocs]

Whilst plan charges aren't necessarily the most enthralling topic, how they're handled is extremely important. As always, Genovo delivers. You can find out how Genovo handles plan charges in this handy user tip blog:

https://t.co/CAF86l8BU5

[Genovo @genovodocs]

Always on hand to help our users work in the most efficient way possible, we recently released an article showing how a Continued Suitability Report can be written in Genovo in less than 5 minutes.

https://t.co/5rMGPiLKhr

#financialadvice #paraplanner #paraplanning

[Genovo @genovodocs]

In this month's User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.

https://t.co/IdfvU8TVVN

[Genovo @genovodocs]

Great to see paraplanning being increasingly recognised as a profession in its own right. About time!

https://t.co/raMO5vuDuh

[Genovo @genovodocs]

If you’re taking part in the World’s Biggest Coffee Morning today, why not use your coffee break to learn how Genovo can help you write your reports in a more efficient way- giving you more time to spend doing what you love.
https://t.co/jt8vqPpKrQ

[Genovo @genovodocs]

As October approaches and diaries begin to fill up, don’t forget to make time for a demo of Genovo. You can book yours by following the link below:

https://t.co/RrxKYHzVnA

#financialadviser #finance #paraplanning #paraplanners #suitabilityreport