User Tips Archives

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.

How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

Kate Wells - 15th February 2021

Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.

Introducing our new Summary of Section Snippets Matrix

Richard Lent - 15th January 2021

Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

How to produce a suitability report advising a client on a pension sharing order

Richard Lent - 14th December 2020

A step-by-step guide to building a suitability report in Genovo advising your client on a pension sharing order.

Introducing our new video tutorials

Kate Wells - 19th November 2020

Discover our new and updated video tutorials covering everything you need to know about the Genovo suitability report app. in nice easy to follow bite-sized chunks.

How to change the colour and style of the bullet points in your Genovo reports

Kate Wells - 21st October 2020

Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.

How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

Richard Lent - 20th August 2020

A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.

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

Kate Wells - 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.

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

Kate Wells - 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.