How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3
Richard Lent - 18th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >
How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2
Richard Lent - 4th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >
How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1
Richard Lent - 20th April 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >
How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports
Kate Ball - 20th March 2020
Learn how to upload a headshot and signature image to a user’s account
Read more >
How to add information about the FSCS into your Genovo reports
Kate Ball - 17th February 2020
A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.
Read more >
An Overview of Genovo’s Matrices
Kate Ball - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
Read more >
A Genovo user’s guide to customisation
Kate Ball - 21st October 2019
A guide to the extensive customisation functionality that is available within Genovo.
Read more >
New Features & Updates October 2019 – Commercial property purchase via a pension
Richard Lent - 17th October 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for a commercial property purchase via a pension
Read more >
Quickly add images into the reports you create within Genovo
Kate Ball - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
Read more >
How to add a second image to your suitability report title page
Kate Ball - 15th August 2019
Step by step instructions that walk you through how to add a second image to your suitability report title page
Read more >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Suitability Report Best Practice
- Uncategorised
- User Tips
- Word Tips