“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.”
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:










