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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3

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.

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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

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.

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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

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.

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How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

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

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How to add information about the FSCS into your Genovo reports

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.

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An Overview of Genovo’s Matrices

An Overview of Genovo’s Matrices

Kate Ball - 18th November 2019

Learn more about one of our best kept support secrets – Genovo’s matricies.

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A Genovo user’s guide to customisation

A Genovo user’s guide to customisation

Kate Ball - 21st October 2019

A guide to the extensive customisation functionality that is available within Genovo.

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New Features & Updates October 2019 – Commercial property purchase via a pension

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

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Quickly add images into the reports you create within Genovo

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.

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How to add a second image to your suitability report title page

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

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