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

In this demo video, Kate Wells, our Head of Customer Success, runs through some of the key functionality of Genovo and demonstrates, in real time, how to write a suitability report covering an investment review and a new investment recommendation in less than 20 minutes.

You can download an example investment report much like the one created during this video here.

< Back to videos