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...

The Genovo Recommended Actions matrix provides a summary of all the recommended actions that are available for selection in the Recommended Action step of t...

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...