Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Xplan field mapping as well as any 'translation' of Xplan data that’s performed.

 

Review of Your Existing Investments


Genovo Field
Xplan Data
Ownership
Owner(s)
Investment
Plan type
Provider
Provider
Policy Number
Policy number
Amount Invested
Initial value
Start Date
Purchase date
Fund Value
Current value
Valuation Date
Valuation date
For each underlying holding that makes up the plan's linked portfolio account
Investment Name
Fund / Equity Name
Amount £
Market Value
Allocation %
Percentage


Review of Your Existing Pension Plans

 

Genovo Field
Xplan Data
Ownership
Owner
Pension Type
Plan type
Provider
Provider
Policy Number
Policy number
Start Date
Start date
Gross Monthly Personal Contribution
Current employee gross monthly contribution
Gross Monthly Employer Contribution
Current employer gross monthly contribution
Fund Value
Fund Value
Valuation Date
Valuation date
For each underlying holding that makes up the plan's linked portfolio account
Investment Name
Fund / Equity Name
Amount £
Market Value
Allocation %
Percentage


Review of Your Existing Retirement Income Plans

 

Genovo Field
Xplan Data
Ownership
Owner (pension & retirement income plan)
Solution
Plan type (pension & retirement income plan)
Provider
Provider (pension & retirement income plan)
Policy Number
Policy number (pension & retirement income plan)
Start Date
Start date (pension plan only)
Uncrystallised Fund Value
Fund value (pension plan only)
Valuation Date
Valuation date (pension plan only)
Gross Personal Contribution
Current employee gross contribution (pension plan only)
FrequencyFrequency of above contribution (pension only)
Current Income
Income amount (retirement income plan only)
Income Frequency
Frequency of above income (retirement income plan only)
For each underlying holding that makes up the plan's linked portfolio account (pension only)
Investment Name
Fund / Equity Name
Amount £
Market Value
Allocation %
Percentage


Review of Your Existing Protection Plans

 

Genovo Field
Xplan Data
Policy Holders
Owner(s)
Product
Cover type
Provider
Provider
Policy Number
Policy number
Start Date
Start date
Life Cover £Life sum assured or family income benefit amount
Critical Illness £Critical illness sum assured
Annual Income £Income protection benefit amount 
Premium
Premium
Premium Frequency
Frequency of above premium


Mortgage Recommendation - New Mortgage Details

 

Genovo Field
Xplan Data
Reason for Mortgage
Product Name
Lender
Provider
Total Loan Amount (incl. all applicable fees) £
Outstanding balance
Monthly Repayment
Repayment amount
Interest Rate Type
Interest rate type
Initial Interest Rate %
Interest rate pa
Term of Initial Interest Rate
End date


Mortgage Recommendation - Current Mortgage Details

 

Genovo Field
Xplan Data
Lender
Provider
Outstanding Loan Amount £
Outstanding balance
Monthly Repayment
Repayment amount
Interest Rate Type
Interest rate type
Current Interest Rate %
Interest rate pa
Date Current Interest Rate Expires
End date


Those fields within the Genovo app that are currently available via the API are clearly marked up with a green border so they are easily identified.


You'll find further information about the different plan types that are available in each review section of the Genovo app here.