Find articles on new features & updates, user tips and suitability report best practice

Please subscribe below to receive our news & updates alerts straight to your inbox:

How to customise the table text in your reports

How to customise the table text in your reports

Kate Ball - 24th September 2018

Learn how to customise the table text of your suitability reports

Read more >

How  to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports

How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports

Kate Ball - 20th August 2018

Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page

Read more >

How to use dynamic tags to further customise your Genovo reports

How to use dynamic tags to further customise your Genovo reports

Kate Ball - 18th June 2018

Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.

Read more >

How to set up and use the integration with Intelligent Office (iO)

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

Read more >

Fix your template images that you have uploaded using Postimage

Fix your template images that you have uploaded using Postimage

Kate Ball - 22nd May 2018

Learn how to amend your images that you have previously uploaded using Postimage.

Read more >

How to customise how the regulatory documents are referenced in your suitability reports

How to customise how the regulatory documents are referenced in your suitability reports

Kate Ball - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

Read more >

How to update the table of contents in Word

How to update the table of contents in Word

Kate Ball - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Read more >

Introducing our new video tutorials

Introducing our new video tutorials

Kate Ball - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

Read more >

4 Quick and easy tips to make your tables look even better in Genovo

4 Quick and easy tips to make your tables look even better in Genovo

Kate Ball - 20th November 2017

Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.

Read more >

How to include the current investment strategy of an existing plan in your suitability report

How to include the current investment strategy of an existing plan in your suitability report

Kate Ball - 31st October 2017

Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.

Read more >