Genovo
The gold standard in suitability report writing. Human-led, tech-enabled.
Genovo is designed with advisers and paraplanners in mind, offering a user-first experience backed by the latest regulatory financial updates and curated by a team of seasoned ex-advisers and paraplanners. Every suitability report is a true reflection of your advice with technical content that’s both accurate and compliant.
Time saving
Create highly personalised and compliant reports in a fraction of the time it takes compared to using more traditional methods like Word templates, and with a higher degree of confidence than pure play AI-generated reports
Compliance confidence
Provides 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
Tailor both the substance and style of your reports using a wide range of customisation options. Whether it’s tone, layout, or content, your reports will reflect your company’s unique brand.
Reader-friendly and engaging report output
Improve your client experience and enhance your company’s brand by providing your clients with personalised, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.
Comprehensive solution
Designed by financial services professionals, Genovo is a purpose-built report writing solution that covers an extensive range of advice scenarios with seamless workflows to reflect the different job roles you’d expect to find in the typical financial planning company.
AI-powered
Leverage the power of ‘Gena’ – the Genovo AI Assistant – to achieve even greater productivity gains and further speed up the report writing process whilst keeping the user in the driving seat.
See Genovo in action
Our development team continuously evolves Genovo using cutting-edge technologies to streamline the report writing process without compromising user control. This blend of financial expertise and programming talent delivers a solution that’s not only innovative, but purpose-built to solve the real-world challenges faced by advice firms every day.


