The Plan Charges steps in Genovo have been designed to allow you to summarise the charges of a plan clearly and concisely, and in a 'MiFID II-friendly&#...

You will find the Current Plan Charges step in the following review sections: Review of Your Existing Investments Review of Your Existing Pensions Revie...

You will find the Revised Plan Charges step in the following review sections: Review of Your Existing Investments Review of Your Existing Pensions Revie...

You will find the Plan Charges step in the following recommendation sections: New Investment Recommendation New Pension Recommendation Drawing Benefits ...

In Genovo, an investment strategy is the name we’ve given to the underlying investment(s) that an existing or new plan invests into. For mainstream investme...

When you add a plan to the Plan Summary step of a review section, you'll be prompted to create or select the Current Investment Strategy (CIS) for that ...

It's really easy to add images of investment performance graphs into the reports you create in Genovo. Such graphs will not only help add context to you...

There are various scenarios where it may prove much quicker to clone an existing investment strategy rather than create one from scratch. For example, 1...

When creating an investment strategy, you may find that you need to add an investment which isn't saved within your Investment Library. This is achieved...

What is an investment theme? An investment theme, in Genovo terminology, simply relates to the over-arching approach, style or type of investment strate...