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.
Read more >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.
Read more >How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports
Kate Wells - 20th March 2020
Learn how to upload a headshot and signature image to a user’s account
Read more >How to add information about the FSCS into your Genovo reports
Kate Wells - 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.
Read more >An Overview of Genovo’s Matrices
Kate Wells - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
Read more >A Genovo user’s guide to customisation
Kate Wells - 21st October 2019
A guide to the extensive customisation functionality that is available within Genovo.
Read more >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
Read more >Quickly add images into the reports you create within Genovo
Kate Wells - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
Read more >How to add a second image to your suitability report title page
Kate Wells - 15th August 2019
Step by step instructions that walk you through how to add a second image to your suitability report title page
Read more >How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard
Richard Lent - 5th August 2019
Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard
Read more >