Within Genovo, you are prompted to provide the aggregated total charge of a plan as a % within the Plan Charges step of the review and recommendation sectio...

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 for that plan. Y...

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...

You may find when you're creating an investment strategy that you want to add an investment which you haven't previously saved within your Investmen...

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

The link below will direct you to the Summary of Recommended Actions matrix. Summary of Recommended Actions matrix This matrix contains a summary of...

It is a key requirement of the FCA for pension switching cases that you conduct a comparison of the costs and charges of the ceding and new plan on a like-f...