Genovo
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Genovo is a highly customisable and easy-to-use online suitability report writing solution that is trusted by 600+ companies to help streamline their report writing and compliance processes.
Why use Genovo?
Transform your suitability report writing process with a solution that's packed full of features designed to save you time, keep you compliant and help you stand out from the crowd.
Time saving
Produce high quality, personalised and compliant reports much faster and more reliably and accurately than using Word templates or pure play AI.See how you can create a ‘no change’ review report that’s ready to be handed over to the client in less than 5 minutes in Genovo >>
Seamless integrations
Integrates with back office and planning software to eliminate re-keying of data and accelerate the report creation process.Learn more >>
AI-powered assistant
Turbo boost your productivity, whilst remaining firmly in the driver’s seat, using 'Gena' - the Genovo AI Assistant.Learn more >>
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.Learn more >>
Highly customisable
Customise your workspace and reports to reflect your brand and advice service, as well as your individual content preferences.Learn more >>
Comprehensive solution
Covers an extensive range of advice scenarios within a purpose-built report writing solution incorporating seamless end-to-end workflows to support every member of your team.Learn more >>
Paradigm tailored content
Benefit from Paradigm tailored content being filtered down to your account via the Genovo Group Plan, including the full range of investments available via the Tatton Managed Portfolio Service.
Online demo
This video walks you through the key functionality of Genovo and demonstrates how you can write an investment suitability report.Support & training
At Genovo, we pride ourselves on the quality of the support we provide to all our users and believe this is one of the key features that sets us apart from the competition.We maintain an extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it. Including:
- Online demos
- Video tutorials
- A Knowledge Base
- Updates notifications and webinars
- Monthly user tip blog, and
- A dedicated support desk
Example reports
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.Download an example investment suitability report
Download an example pension switching suitability report
Download an example MiFID II friendly review report
Pricing and discounts
You’ll find more information about Genovo’s plans and pricing here.Paradigm have negotiated a 15% discount off the prices shown on the Genovo website for the entire life of your subscription. To claim your discount code contact us.
You can sign up and access all the features of the selected plan, and pay nothing for the first 30 days of your subscription.
Testimonial
Colin Gibson at Paradigm member firm Gemini Financial Planning had this to say about their experiences of using Genovo:
"We were concerned about the quality and ease of use of our previous suitability report writer. Paradigm had no hesitation in recommending that we trial Genovo.
This trial was short, as it quickly became clear that Genovo was superior in terms of ease of use, quality of product, and time saved. In particular:
"We were concerned about the quality and ease of use of our previous suitability report writer. Paradigm had no hesitation in recommending that we trial Genovo.
This trial was short, as it quickly became clear that Genovo was superior in terms of ease of use, quality of product, and time saved. In particular:
- the report-writing process is simple to follow – far less daunting;
- the reports are updated regularly, sometimes even before the legislation has come into force;
- integration with our back office system has made our job quicker and easier;
- it was easy to customise to reflect our brand and advice process;
- customer support has been exceptional;
- perhaps most importantly, compliance is much happier!"
THIS SITE IS FOR PROFESSIONAL INTERMEDIARY USE ONLY AND NOT FOR USE BY THE GENERAL PUBLIC.
Paradigm Consulting is a Member of the Association of Professional Compliance Consultants and also the Consumer Duty Alliance.
Useful Links
Paradigm Consulting is a trading name of Paradigm Partners Ltd
Office address: Paradigm Partners Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND
Paradigm Partners Ltd is registered in England and Wales. No.09902499. Registered Office: As above