We have some fantastic news for you - our long awaited integration with Genovo is now LIVE! This incredible bit of kit allows you to build compliant, exhaustive, intuitive reports all synced with your Plannr client record, with a wealth of predesigned content to save you no end of time. Existing Genovo users will rave about the functionality, and now you can seamlessly build and share your reports with clients through Plannr.
Not already a Genovo user?
Genovo is a highly customisable and easy-to-use online suitability report builder, providing the perfect balance of personalised user input and time-saving automation.
This groundbreaking two-integration allows you to pull client and plan data from Plannr into Genovo and upload the report back into Plannr and automatically save it against the client record(s).
Key Features
Time saving - Packed full of features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.
Compliance confidence - 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 - Customise your workspace and your reports to reflect your company's brand and advice service, as well as your individual content preferences.
Comprehensive solution - Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.
Reader friendly & engaging - Improve your client experience and enhance your company's brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.
Truly scalable - Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.
Content libraries - Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.
High level security - We take the protection of our clients' data extremely seriously.
Extensive user support - 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.
Learn more about all of Genovo's key features >>
Book a demo of Genovo >>
Sign up for a free trial of Genovo >>
How to!
It's really easy to integrate your Genovo and Plannr accounts. This article from the Genovo Knowledge Base provides step-by-step instructions on exactly how to do this.
Where can you find more information about the Plannr integration?
You'll find everything you need to know about how the Genovo < > Plannr integration works in the Genovo Knowledge Base.
There's no additional cost associated with the integration, and existing users of Genovo and Plannr can set up the integration and get started in a couple of minutes.
If you're a user of Plannr, but don't as yet have a Genovo account, and would like to see more, you can book an online demo here.
What should you do if you haven't got a Genovo account yet?
You will need an active Genovo account before you can set up and activate the integration. Don't worry if you don't already have a Genovo account, you can sign up for a 30 day free trial of Genovo via the Genovo website by clicking the orange 'sign up' button in the top right hand corner of every page. There's no risk, no obligation and you can cancel at any time.
You'll find more information about Genovo's plans and pricing as well as the 30 day free trial on their website.
If you need any help and support on this please reach out to Genovo or Plannr anytime! 🎉
