How to include / remove the Report Reference from the Report Title Page
Kate Wells - 17th June 2019
Learn how to include or remove a report reference from the title page of the reports you create in Genovo.
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How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
Richard Lent - 15th May 2019
Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.
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Get creative with Genovo’s template tables
Kate Wells - 15th April 2019
Learn how to easily customise template tables or create your own in Genovo.
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Take a couple of minutes to read about Genovo’s updated table settings
Kate Wells - 28th January 2019
Learn about Genovo’s updated table settings
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Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
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How to make your reports stand out from the crowd by adding a favicon
Kate Wells - 22nd October 2018
Learn how to display your favicon in your reports.
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How to customise the table text in your reports
Kate Wells - 24th September 2018
Learn how to customise the table text of your suitability reports
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How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 20th August 2018
Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page
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How to use dynamic tags to further customise your Genovo reports
Kate Wells - 18th June 2018
Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.
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How to set up and use the integration with intelliflo office
Ed Evans - 12th June 2018
Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.
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.
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