User Tips Archives • Genovo | Your Suitability Report Solution

How to include / remove the Report Reference from the Report Title Page

Kate Ball - 17th June 2019

Learn how to include or remove a report reference from the title page of the reports you create in Genovo.

How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

Richard Lent - 15th May 2019

Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.

Get creative with Genovo’s template tables

Kate Ball - 15th April 2019

Learn how to easily customise template tables or create your own in Genovo.

Take a couple of minutes to read about Genovo’s updated table settings

Kate Ball - 28th January 2019

Learn about Genovo’s updated table settings

Super easy ways to customise your reports

Kate Ball - 19th November 2018

Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.

How to make your reports stand out from the crowd by adding a favicon

Kate Ball - 22nd October 2018

Learn how to display your favicon 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

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

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.

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.