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.

App

FeatureModuleUpdate / Enhancement
Clicking check boxesWrite / View Report
Report Builder
We've improved response times and eliminated the need for a page refresh which means the page wont jump back to the top when you check / uncheck a check box.

Wizard

SectionStep(s)Update / Enhancement
IntroductionKnowledge & ExperienceWe've added a text box to this step so you can provide more detailed information regarding the client's knowledge and experience.
Investment ReviewPlan SummaryWe've added the following fields:
Maturity Date
Income Frequency
Pension ReviewPlan SummaryWe've added the following fields:
Amounted Invested £
Start Date
Pension ReviewBenefits & FeaturesWe've added the following field:
Death Benefits
Investment RecommendationPlan SummaryWe've added the following field:
Income Start Date

Report Template Text

SectionSnippetUpdate / Enhancement
IntroductionFinancial KnowledgeWe've added a replacement field {KE_Detail} to facilitate the more detailed information provided in this step.
Appendix - Technical NotesPension SwitchingWe've updated some of the wording.

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.

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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