“Genovo is a comprehensive and fully integrated suitability report writing solution that allows its users to create highly personalised, reader-friendly and compliant reports in a fraction of the time it takes when using more traditional methods like Word templates and with a far higher degree of accuracy and consistency than those generated using pure play AI.

Its dynamic, modular report building framework leverages a combination of fully customisable content, AI capabilities, third party integrations and comprehensive in-built libraries which allow users to efficiently generate a wide range of reports, covering an extensive range of advice scenarios.

It is a purpose-built solution that can be easily tailored to a company’s brand and advice service, with seamless end-to-end workflows that support every role you’d expect to find within the typical financial planning practice.”

Genovo is a report generation system designed to support advisers and paraplanners in producing structured suitability and annual review reports across a wide range of advice scenarios. It provides a modular workflow where reports are built section by section and only rendered once all relevant steps are complete. The system aims to simplify suitability report creation by guiding users through a logical sequence that supports efficient data capture, consistent narrative generation and controlled customisation.