How to add a back page to your reports in Genovo
Nigel Ogram - 13th September 2024
In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.
Read more >
How can I customise the boilerplate content of my reports?
Nigel Ogram - 12th August 2024
In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.
Read more >
How can I add a background image to my report title page?
Nigel Ogram - 8th July 2024
Following on from last month’s User Tip, Nigel shows you how to take advantage of the new Report Title Page Image customisation feature.
Read more >
How can I manage existing report sections or add custom sections in Genovo?
Nigel Ogram - 11th June 2024
Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.
Read more >
How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it
Nigel Ogram - 13th November 2023
In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.
Read more >
How to write a suitability report advising a client on a pension sharing order
Nigel Ogram - 3rd October 2023
In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.
Read more >
How do I write a fund switch report in Genovo?
Nigel Ogram - 11th September 2023
In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.
Read more >
Everything you need to know about investment strategies in Genovo, and more…
Nigel Ogram - 4th August 2023
In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!
Read more >
How do I write a suitability report advising on beneficiary drawdown?
Nigel Ogram - 7th July 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.
Read more >
How do I write a suitability report consolidating one or more existing plans into another existing plan?
Nigel Ogram - 12th June 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report to consolidate a client’s plans into an existing plan.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- Budget updates
- FCA Guidance
- Financial Planning Tips
- Gena
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips