Autumn Statement – Genovo Updates
Team Genovo - 4th December 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app following the Autumn Statement
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Genovo Updates and Enhancements
Team Genovo - 25th November 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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Genovo Updates and Enhancements
Team Genovo - 5th November 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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Word Tips 3 – Tables in Suitability Reports
Ed Evans - 22nd October 2014
Learn how to add, design and edit tables in your suitability reports to make them more reader friendly and engaging
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Word tips 2 – Suitability Report Cover Pages and Table of Contents
Ed Evans - 8th October 2014
Learn how to use the standard features of Microsoft Word to make your suitability reports and other documents more reader friendly and engaging.
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Word Tips 1 – Tweaking suitability reports in Word
Ed Evans - 24th September 2014
A couple of hints & tips on tweaking your suitability reports in Microsoft Word
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How to include a recommendation for discretionary fund management within your suitability reports
Ed Evans - 17th September 2014
How to include a recommendation for discretionary fund management within your suitability reports using Genovo
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File sharing services and suitability reports
Ed Evans - 10th September 2014
My top three file sharing services and how they could help you manage your suitability reports.
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Genovo Updates and Enhancements
Team Genovo - 9th September 2014
A summary of the updates we’ve recently applied to the Genovo suitability report app.
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How to customise your advice reasons
Ed Evans - 20th August 2014
Assuming you don’t wish to fall foul of the regulator it is imperative that the reasons for the advice you include in your suitability reports are specific to your clients’ circumstances and directly link back to their needs and objectives.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download our free guide on how to structure your suitability reports.
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