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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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