Genovo is a web-based report writing application for financial advisers. It is designed to generate suitability and review reports through a structured, step-by-step process. The system utilises a customisable library of pre-approved content to build compliant reports, aiming to increase the efficiency and consistency of client documentation.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

 

OTHER PRACTICE AREAS: