Video
Tutorials

Videos

Bite-sized video tutorials designed to help you get the most out of Genovo.

How to set up and use the integration with Xplan

How to set up and use the integration with Xplan

Genovo Demo: A walk-through of the key features of the Genovo app and investment suitability report

Genovo Demo: A walk-through of the key features of the Genovo app and investment suitability report

Genovo Demo: A walk-through of the key features of the Genovo app and mortgage & protection suitability report

Genovo Demo: A walk-through of the key features of the Genovo app and mortgage & protection suitability report

How to set up and use the integration with Intelligent Office

How to set up and use the integration with Intelligent Office

How to manage your account’s users

How to manage your account’s users

An overview of the Provider Library

An overview of the Provider Library

An overview of the Investment Library

An overview of the Investment Library

How to upload your company’s logo and favicon

How to upload your company’s logo and favicon

How to customise the font and styling of your reports using a Report Theme

How to customise the font and styling of your reports using a Report Theme

How to customise the look and feel of the web pages via the GUI Theme

How to customise the look and feel of the web pages via the GUI Theme

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