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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.

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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.

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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.

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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.

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How much information about a client’s circumstances should you include in a suitability report?

How much information about a client’s circumstances should you include in a suitability report?

Kate Ball - 18th September 2017

There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.

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The Client Declaration page

The Client Declaration page

Kate Ball - 21st August 2017

Learn how to make changes to the Client Declaration page of the Genovo suitability report app.

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How to write a review report for an existing client

How to write a review report for an existing client

Kate Ball - 17th July 2017

As part of your agreed service proposition, you may wish to provide an existing client with a shortened report which solely focuses on a review of their risk profile and the continued suitability of their existing investment portfolio. This is also possible with Genovo, and is imaginatively entitled our (Annual) Review Report!

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How signposting can help control the length of   your suitability reports

How signposting can help control the length of your suitability reports

Kate Ball - 20th June 2017

Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.

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How to create and edit a template table in your suitability reports

How to create and edit a template table in your suitability reports

Kate Ball - 25th April 2017

Learn how to create and edit a template table in Genovo so that it comes out in your reports in line with the table-related styles you’ve selected in your Report Theme.

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How to customise the title of your suitability report title page

How to customise the title of your suitability report title page

Kate Ball - 21st March 2017

Learn how to add a custom report title to the title page of your suitability reports in Genovo.

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