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 you can:
- Create reader-friendly & engaging suitability reports.
- Pull client and plan data from back-office software with a couple of clicks, thereby saving heaps of time as you’ll never need to re-key this information again.
- How to set up your account so your paraplanners and advisers can work as efficiently and effectively as possible.
- Use the Report Template Library to further speed up the report building process.
- Use the Provider and Investment library to help maintain consistent advice outcomes across your company, and save everyone ‘reinventing the wheel’.
- Customise the look & feel of the web pages when you (and your users) 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 individual content preferences & 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