Introducing our new video tutorials

Kate Wells

At Genovo we have always prided ourselves on the range of support resources we provide to help you answer your own questions, on your own schedule including:

• our Knowledge Base;
• the user hints & tips you’ll find dotted around the Genovo app in the form of page helps;
• our monthly user tip blogs;
• our monthly training webinar; and
• our new features and updates webinars.

However, I, more than anyone, have been very conscious that as the Genovo app has evolved and new features have been added that our video tutorials have become ever more out of date. So when we went into lockdown I decided it was an ideal opportunity to embark on a project to create a new library of video tutorials covering everything our users need to know about the Genovo suitability report app – from how to manage their account and write a report, to how to customise the content of their report template.

What topics do the video tutorials cover?

The video tutorials are deliberately broken down into bite-sized chunks to make them easier to consume and digest, and cover the following categories and topics.

Account Admin

How to manage your account’s users

This video explains how Account Owners and Account Admins can manage their account’s users.

Libraries

An overview of the Provider Library

In this video you’ll learn how you can manage the providers that get listed out in the provider drop down menu included in the Plan Summary step of the various recommendation sections of the Report Builder.

An overview of the Investment Library

This video shows you how you can save information about the underlying investments (e.g. individual funds, model portfolios, structured products or DFMs) that you frequently recommend to your clients to your Investment Library so it can be easily added by you (or your users) to a report with a couple of clicks.

An overview of the Report Template Library

This video provides an overview of the Report Template Library and explains how it can be used to manage the report templates that you (and your users) can use as a basis for creating a new report.

Customisation

How to upload your company’s logo and favicon

This is a simple video that shows you how to quickly upload your company logo and favicon for use with the Genovo app and your reports.

How to customise the font and styling of your reports using a Report Theme

This video explains how you can quickly and easily change the look and feel of your reports by applying a different Report Theme. A theme is a set of formatting choices that will be applied to your reports including colours, fonts and styling.

How to customise the look and feel of the web pages via the GUI Theme

This video shows you how you can customise the look and feel of the Genovo app’s web pages when you and your users log in to reflect your company’s branding and colour scheme.

How to select and customise the attitude to risk profile descriptions used in your reports

This video explains how you can select a pre-loaded set of attitude to risk profiles or create your own custom set of profiles for use within your Genovo account.

How to customise your report template using the Report Content Manager

This video walks you through how to customise and manage the entire boilerplate content of your report template (for you and your users) from the Report Title Page to the various appendices using the Report Content Manager.

An overview of the Advice Options & Reasons Library

In this video tutorial you will learn how you can use the Advice Options and Reasons Library to manage and customise the selectable options included in the steps of the various wizard sections of the Report Builder.

How to write a report

The following videos walk you through the process of writing a report from start to finish.

How to write a report: An overview of the different report types

How to write a report: Creating the framework for a report

How to write a report: The Report Builder

How to write a report: The Introduction section

How to write a report: A review section

How to write a report: A recommendation section

How to write a report: The Recommended Investment Strategy section

How to write a report: The Important Information section

Integrations

The last 2 videos explain how to integrate Genovo with your preferred back office system, and seamlessly pull both client and plan data from the back office system into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

How to set up and use the integration with Xplan

How to set up and use the integration with Intelligent Office

Where will you find the video tutorials?

The Genovo website

You can access the entire video tutorial library via the Smart Support link included under the resources tab in the website’s main navigation bar. Once in the Genovo Smart Support hub click on the video tutorials link as shown in the screenshot below. 

Within the video tutorial library, you’ll notice that the videos have been grouped together to roughly mirror the Genovo dashboard i.e.

• Account Admin
• Libraries
• Customisation
• How to write a report
• Integrations
• Demos

And you can filter and sort the videos by clicking on the different topics listed out in the menu to the right as highlighted in the screenshot below. 

The Genovo suitability report app

You can also access the video tutorials by clicking on the video tutorial icon next to the page help icon in the top right-hand corner of various pages within the Genovo app.

Much like the page helps, if you click on the video tutorial icon, a lightbox window will open up and display a video tutorial with guidance specifically tailored to the page you’re on.

Well that’s it for this month’s user tip – I hope it’s been useful. Please do check out the video tutorials and let me know what you think, and keep an eye on your inbox for more helpful user tips over the coming months.

Share this post

< Back to latest news