How to spend less time entering plan charges in Genovo
Nigel Ogram - 10th November 2025
In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports
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How you can customise your Genovo account to reflect your company branding and content preferences
Nigel Ogram - 7th October 2025
In this month’s User Tip, Nigel guides you through how you can customise Genovo with your company’s own branding.
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Discover how Genovo can help you to implement a more joined up and secure report writing process within your financial planning practice
Nigel Ogram - 8th September 2025
In this month’s User Tip, Nigel tells the story of how the new Report Editor functionality can lead to a fairy tale ending
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How to write a report consolidating one or more existing investments into a new investment
Nigel Ogram - 11th August 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients investments into a new investment
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How to write a report consolidating one or more existing investments into another existing investment
Nigel Ogram - 7th July 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients investments into an existing investment
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How to write a report consolidating one or more existing pension plans into a new pension plan
Nigel Ogram - 10th June 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions into a new pension
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How to write a report consolidating one or more existing pension plans into another existing pension plan
Nigel Ogram - 13th May 2025
In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions
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How to re-order content in a Genovo report
Nigel Ogram - 7th April 2025
In this month’s User Tip, Nigel walks you through how to re-order the content in Genovo so that you can present information how you want
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How to customise the footer of your reports
Nigel Ogram - 10th March 2025
In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.
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How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process
Nigel Ogram - 11th February 2025
Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.
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