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

Feature	Module	Update / Enhancement
Clicking check boxes	Write / 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

Section	Step(s)	Update / Enhancement
Introduction	Knowledge & Experience	We've added a text box to this step so you can provide more detailed information regarding the client's knowledge and experience.
Investment Review	Plan Summary	We've added the following fields: Maturity Date Income Frequency
Pension Review	Plan Summary	We've added the following fields: Amounted Invested £ Start Date
Pension Review	Benefits & Features	We've added the following field: Death Benefits
Investment Recommendation	Plan Summary	We've added the following field: Income Start Date

Report Template Text

Section	Snippet	Update / Enhancement
Introduction	Financial Knowledge	We've added a replacement field {KE_Detail} to facilitate the more detailed information provided in this step.
Appendix - Technical Notes	Pension Switching	We'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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