User Tips Archives • Genovo | Your Suitability Report Solution

Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

Simon Large - 10th January 2022

Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

2FA, or not 2FA, that is the question.

Simon Large - 19th November 2021

Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

Overview of Genovo’s Report Types

Kate Wells - 25th October 2021

Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.

An Overview of Genovo’s 3 Report Creation Methods

Kate Wells - 17th September 2021

Learn more about the different methods you can use to create the initial framework for a report in Genovo to help make your report writing process even more efficient.

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

Kate Wells - 19th August 2021

Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.

How to reassign a report to another client

Kate Wells - 16th July 2021

Learn how reassigning an existing report to another client can save considerable time when building a new report.

How to write a pension decumulation report

Nigel Ogram - 20th June 2021

Find out more about how to write a pension decumulation suitability report in Genovo.

How to best add a new user to your Genovo account

Nigel Ogram - 24th May 2021

Learn more about the different ways you can add a new user to your Genovo account.

How to customise the report title of the reports you create in Genovo

Kate Wells - 19th April 2021

Learn how to add a custom static or dynamic report title to the report title page of your reports.

How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

Ed Evans - 8th March 2021

Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.