Book Your Online Demo of Genovo
Let us walk you through the Genovo suitability report app
Like to see a bit more? During your demo you’ll learn how you can:
- Quickly create reader-friendly & engaging reports.
- Get your advisers & paraplanners working efficiently as a team.
- Customise the look & feel of the web pages when you log in.
- Customise the report’s font, styling, logo and colour scheme to reflect your company’s branding.
- Customise the entire report template from the title page to the appendices to reflect your content preferences & advice service.
- Add custom provider and investment information so you and your users don’t need to re-key data and keep “reinventing the wheel”.
- Tailor the selectable options to reflect your advice service.
- Customise the attitude to risk profiles & capacity for loss descriptions used within your reports.
The demo will take approximately 45 minutes as we actively encourage you to ask questions throughout.
To book your online demo please fill out the form and someone from our team will be touch very shortly.
No commitment. No pressure. It’s not our style!
Why do I need to provide the information requested?
We ask for this information in order to:
- Contact you by email to arrange your online demo;
- Improve your experience by personalising the Genovo site and our communications to your needs;
- Send you marketing communications by email or other means that we think may be of value to you.
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Book Your Online Demo