User Tips Archives

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

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.

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

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

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.

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.

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.

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

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.