Truly scalable
Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.
Solo Plan
Designed for companies with just one report writer who needs to produce personalised, reader-friendly and compliant reports for themselves or the company’s advisers.
Company Plan
Designed for multi-adviser / paraplanner companies of all sizes that wish to work more efficiently as a team and promote consistent advice outcomes throughout their company.
Group Plan
A purpose-built enterprise solution for multi-company consolidators, networks and service providers. It provides a parent / child hierarchy of linked accounts that allows the group account to cascade down their branding and custom content to all linked accounts.
Centrally manage and share custom content
Custom content can be centrally managed and shared with the team to ensure greater consistency and save everyone ‘reinventing the wheel’.
Manage users
Manage your account’s users and assign roles to them to control what they can and cannot do within your account.
Premium terms
Provides additional operational and legal assurances on top of those outlined in the Genovo standard terms, and some scope for the customer to tailor certain predefined clauses in a limited way (e.g. liability values) to reflect their individual requirements.
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