Genovo Updates and Enhancements

Genovo Updates and Enhancements

Team Genovo

Here’s a summary of the updates and enhancements we’ve applied to the Genovo suitability report app.

Wizard

SectionStep(s)Update / Enhancement
Investment ReviewPlan SummaryThe text and product types have been updated to reflect the introduction of the New ISA.
Investment RecommendationPlan Summary
Why Product
Disadvantages
Other Solutions
The text and product types have been updated to reflect the introduction of the New ISA.
AllAllWe've added the section name to the primary navigation bar.

Report Template Text

SectionSnippetUpdate / Enhancement
Investment RecommendationCancellation (NISA transfer)The wording has been updated to reflect the introduction of the New ISA.
Appendix - Risk warningsNISA
NISA transfer
ISA changed to NISA.
Appendix - Product InformationCash ISAThis snippet has been hidden and now points to New ISA snippet.
Appendix - Product InformationJunior ISAThe text has been updated to reflect the new allowance.
Appendix - Product InformationNew ISAThe title and text have been changed to reflect the New ISA rules and legislation.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out our knowledge base.

App

DashboardModuleUpdate / Enhancement
Account AdminYour Company DetailsWe've added a telephone number field, which if completed will be displayed on the front page of your reports.
CustomisationAttitude to Risk ProfilesWe've added a rich text editor to the Profile Description field so you can include images in your ATR profiles. See how here.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

Share this post

< Back to latest news

Free suitability report template

Learn how to make your reports more reader-friendly and engaging.

Free Suitability Report Template

Suitability report best practice guide

Download the interactive guide and follow our 9 steps to better suitability reports.

Suitability report best practice guide

Categories