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 best to set up paraplanners and advisers within a Genovo account.
- The process a paraplanner would go through to write an investment recommendation suitability report for an adviser.
- How you can use our integrations with leading back-office software to pull client and plan data into Genovo with a couple of clicks.
- How you can use the Report Template Library to further speed up the report building process.
- How the Provider and Investment libraries can be used to help promote consistent advice outcomes across your company, and save everyone ‘reinventing the wheel’.
- How you can customise your workspace and report template to reflect your company’s branding 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.
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Book Your Online Demo