User Tips Archives

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

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.

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.

Fix your template images that you have uploaded using Postimage

Kate Wells - 22nd May 2018

Learn how to amend your images that you have previously uploaded using Postimage.

How to customise how the regulatory documents are referenced in your suitability reports

Kate Wells - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

How to update the table of contents in Word

Kate Wells - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Introducing our new video tutorials

Kate Wells - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

4 Quick and easy tips to make your tables look even better in Genovo

Kate Wells - 20th November 2017

Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.

How to include the current investment strategy of an existing plan in your suitability report

Kate Wells - 31st October 2017

Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.

How much information about a client’s circumstances should you include in a suitability report?

Kate Wells - 18th September 2017

There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.