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

Section	Step(s)	Update / Enhancement
Investment Review	Plan Summary	The text and product types have been updated to reflect the introduction of the New ISA.
Investment Recommendation	Plan Summary Why Product Disadvantages Other Solutions	The text and product types have been updated to reflect the introduction of the New ISA.
All	All	We've added the section name to the primary navigation bar.

Report Template Text

Section	Snippet	Update / Enhancement
Investment Recommendation	Cancellation (NISA transfer)	The wording has been updated to reflect the introduction of the New ISA.
Appendix - Risk warnings	NISA NISA transfer	ISA changed to NISA.
Appendix - Product Information	Cash ISA	This snippet has been hidden and now points to New ISA snippet.
Appendix - Product Information	Junior ISA	The text has been updated to reflect the new allowance.
Appendix - Product Information	New ISA	The 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

Dashboard	Module	Update / Enhancement
Account Admin	Your Company Details	We've added a telephone number field, which if completed will be displayed on the front page of your reports.
Customisation	Attitude to Risk Profiles	We'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.

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