From day one, Genovo has always offered a customisation suite for users to tailor their Genovo account to their own way of working without having to pay Genovo to do it for them. It has always been one of the main differentiators between Genovo and our competitors.

Probably the biggest single customisation feature – Report Theme allows you to control the fonts, colours and styles of the headings, text and tables in your report. This allows you to create highly personalised, reader-friendly and compliant reports, as well as ensure brand consistency. Choose from over a hundred fonts, multiple text styles, nine different bullet point styles and over 16 million colour options.

To help satisfy the consumer understanding outcome of Consumer Duty (Section 8 in PS22-9, in case you were wondering…), clients need to understand your suitability reports. To understand them, they need to read them and there’s more chance of clients reading your reports if they look attractive.

Genovo’s bolt-on extra Report Title Page Image feature allows you to apply your own full-page image to the title page of all your reports, giving them a more ‘magazine-like’ feel.

This Knowledge Base section explains everything you need to know about Report Title Page Image and also includes a short video tutorial.

Because people do actually ‘judge a book by its cover’, we’ve also created another Knowledge Base article that explains the many different ways you can customise your report title page.

Adding a company logo to your Genovo account is probably the first customisation that new users make to their Genovo account when they start their 30-day free trial. Your logo is a major part of your brand and incorporating it in your reports helps to communicate that brand to your clients. This Knowledge Base article explains how to do this.

Favicons are optional and appear in the top right corner of your report pages and also at the top of your Genovo app sidebar.

This Knowledge Base article explains how to upload your favicon.

Having the adviser’s headshot on your report title page and signature on the declaration page is a great way add some personalisation to your suitability reports. It’s optional for those that prefer not to include it.

This Knowledge Base article explains how to upload your favicon.

There are two types of footer in a Genovo report – the report title page footer and the report page footer. As the name suggests, the report title page footer only appears on the title page, and the report page footer appears on all other pages. All accounts have a default report page footer consisting of the company name on the left and the page number on the right.

As well as the ability to include adviser headshots and signature mentioned above, you can also configure how your name and job title are shown on the report title page, as well as the company name and address.

This Knowledge Base article explains how to do this.

A brand theme is a pre-configured collection of formatting choices including logos, colours, fonts and other styling choices, which can be set up within your Genovo account, and then – with the click of a button – applied as a “skin” to a report at the point of generating it.

‘GUI’ is a techy term and stands for ‘graphical user interface’, or in plain English, the stuff on screen – icons, buttons, checkboxes, links, etc. A GUI theme is simply how those elements look. Many Genovo users are happy with the standard Genovo blue and green colour theme, but if you want to customise the primary and secondary GUI colours to match your company branding, you can. This Knowledge Base article explains how.

A Genovo report is built with ‘snippets’. A snippet is a bite-sized chunk of content. Each section of a Genovo report is made-up of a number of snippets, some of which are always included and some of which are triggered by rules (for example, you don’t get a Recommended Withdrawal snippet if you’re not recommending a withdrawal!)

Report Section Manager is an optional bolt-on extra feature and works hand-in-hand with Report Content Manager. As the name suggests, it allows you to manage which report sections appear in Report Builder for the five different report types. It also allows you to create your own custom sections.

This is done with the Advice Option and Reason Library. As you’ve probably come to expect, there’s an entire Knowledge Base section dedicated to this feature, including a great video tutorial.

Genovo’s Attitude to Risk library, offers 16 ATR profiles, plus an integration to Dynamic Planner, plus the ability to create multiple custom ATR profiles. All of this can be managed through the Attitude to Risk Library.

Continuing with the library theme, Genovo’s Investment Library allows you to save and manage information about the underlying investments that you frequently recommend to your clients. This saves lots of time when making new recommendations or advising on changes to existing investment strategies.

Genovo’s Provider Library allows you to manage which providers are shown in new recommendation sections in Genovo. The standard Provider Library contains about 100 popular insurance companies, banks, building societies, investment houses, platforms and wraps which are all maintained for you. You can also add your own providers to the library, or hide providers that you don’t use.

The Plan Charges Library is where Account Owners and Account Admins can save and manage charges information for plans and providers that are frequently recommended by the financial advisers / planners within their company.