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How to activate share clients / reports so users can share clients with, and write reports for other users within their account

How to activate share clients / reports so users can share clients with, and write reports for other users within their account

Kate Ball - 20th July 2020

Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.

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What are report templates (in the context of Genovo) and how is it best to use them?

What are report templates (in the context of Genovo) and how is it best to use them?

Kate Ball - 23rd June 2020

Learn more about Genovo’s Report Template Library and how you can use report templates to speed up the report writing process and ensure greater consistency across your company.

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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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