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 we’ll show you:
- How to set up users within the account to reflect the different job roles you’d find within the typical financial planning company.
- The process a paraplanner would go through to write an investment recommendation suitability report for an adviser.
- How our integrations with leading back-office software allow client and plan data to be pulled into a report with a couple of clicks.
- How the Report Template Library can be used to make the report writing process even more efficient.
- How our data libraries can be used to add core content to a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.
- How you can customise your workspace and reports to reflect your company’s brand and advice service.
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.
We will always keep your personal information safe. You can read more about our privacy policy here.