The iO API is not currently extensive enough to populate all of the Genovo plan-related fields. However, iO are regularly updating their API so more fields are likely to be added in time. Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent iO field mapping as well as any 'translation' of iO data that’s performed.

 

Review of Your Existing Investments


Genovo Field
iO Data
Ownership
Owner(s)
Investment
Plan type
Provider
Product provider
Policy Number
Policy number
Amount Invested
Aggregate of all lump sum investments
Start Date
Start date
Monthly Saving
Current monthly contribution
Fund Value
Latest valuation
Encashment / Transfer Value
Latest surrender / transfer valuation
Valuation Date
Valuation date
Income
Most current regular withdrawal
Income Frequency
Frequency of above withdrawal
For each underlying holding that makes up the plan's investment strategy
Investment Name
Fund / Equity Name
Sector
Sector
Amount £
Value
Allocation %
% Holding


Review of Your Existing Pension Plans

 

Genovo Field
iO Data
Ownership
Owner(s)
Pension Type
Plan type
Provider
Product provider
Policy Number
Policy number
Amount Invested
Aggregate of all lump sum investments
Start Date
Start date
Gross Monthly Personal Contribution
Current monthly personal contribution
Gross Monthly Employer Contribution
Current monthly employer contribution
Fund Value
Latest valuation
Transfer Value
Latest surrender / transfer valuation
Valuation Date
Valuation date
Normal Retirement Date
End Date
For each underlying holding that makes up the plan's investment strategy
Investment Name
Fund / Equity Name
Sector
Sector
Amount £
Value
Allocation %
% Holding


Review of Your Existing Retirement Income Plans

 

Genovo Field
iO Data
Ownership
Owner(s)
Solution
Plan type
Provider
Product provider
Policy Number
Policy number
Amount Invested
Aggregate of all lump sum investments
Start Date
Start date
Crystallised Fund Value
Latest valuation
Transfer Value
Latest surrender / transfer valuation
Valuation Date
Valuation date
Gross Personal Contribution
Current regular personal contribution
Frequency
Frequency of above contribution
Income
Most current regular withdrawal
Income Frequency
Frequency of above withdrawal
For each underlying holding that makes up the plan's investment strategy
Investment Name
Fund / Equity Name
Sector
Sector
Amount £
Value
Allocation %
% Holding


Review of Your Existing Protection Plans

 

Genovo Field
iO Data
Policy Holders
Owner(s)
Product
Plan type
Provider
Product provider
Policy Number
Policy number
Start Date
Start date
End Date
End date
Premium
Current contribution
Premium Frequency
Frequency of above contribution


Mortgage Recommendation - New Mortgage Details

 

Genovo Field
iO Data
Property Value
Property Valuation
Reason for Mortgage
Plan type
Mortgage Type
Plan type
Lender
Product provider
Total Loan Amount (incl. all applicable fees) £
Mortgage Amount
Loan to Value
Loan to Value
Term (years)
Mortgage Term
Monthly Repayment
Current contribution
Interest Rate Type
Interest Type
Initial Interest Rate %
Interest Rate
Term of Initial Interest Rate
Feature Expiry Date
Early Redemption Charge
Redemption Penalty: Terms, value and expiry date


Mortgage Recommendation - Current Mortgage Details

 

Genovo Field
iO Data
Lender
Product provider
Outstanding Loan Amount £
Mortgage Amount
Remaining Term (years)
Remaining Mortgage Term
Monthly Repayment
Current contribution
Interest Rate Type
Interest Type
Current Interest Rate %
Interest Rate
Date Current Interest Rate Expires
Feature Expiry Date
Early Redemption Charge
Redemption Penalty: Terms, value and expiry date


 You’ll notice that those fields within the Genovo app that are currently available via the iO 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.