User Tips Archives

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.

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.