Genovo

Hi

We are looking at Genovo as an alternative to PPOL which we currently use. Just wondered if anyone has experience of Genovo and what you think of it?? Thanks

Comments

  • We have used Genovo for a bit and now do our own templates. It is quite customisable but (as is possibly the case with PPOL) not so great if it is a complex case. They do know their stuff which helps and the technical sections are kept bang up to date. 
    Chartered Financial Planner FPFS MCSI APP
    Head of Technical at EQ Investors

    Twitter: https://twitter.com/danatkinsonuk
    Instagram: https://www.instagram.com/danatkinsonuk/
  • We're looking at them too Carly and was quite impressed with the presentation. Dan, are the templates updated quickly post legislative/tax updates?
  • We may also look at Genovo. We use in house templates at the moment but trialled PPOL for a few months and aside from one adviser who really liked it, the rest of us absolutely hated it. I personally found PPOL to be very client unfriendly in terms of the way the report was presented. The Genovo example report looks to be much better from that perspective.

    Late to the party but looking to launch a new platform due diligence tool and consultancy business later this year - watch this space and feel free to message if you would like any initial info.

  • @Suse1969 they are very quick to update their standard text. It can be quite a bullet pointy (and tabley) output which I liked (to an extent) but didn't go down too well otherwise. Can be a good starter but investing time in personalising is necessary to make them into great reports. 
    Chartered Financial Planner FPFS MCSI APP
    Head of Technical at EQ Investors

    Twitter: https://twitter.com/danatkinsonuk
    Instagram: https://www.instagram.com/danatkinsonuk/
  • Thanks @DanAtkinsonUK. I've been quite anti standard text but we're getting bigger and need a controlled method of ensuring consistency without compromising the personal side (which is so important isn't it!).

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