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How to activate share clients / reports so users can share clients with, and write reports for other users within their account

How to activate share clients / reports so users can share clients with, and write reports for other users within their account

Kate Ball - 20th July 2020

Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.

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Genovo Suitability Report New Features & Updates July 2020

Genovo Suitability Report New Features & Updates July 2020

Team Genovo - 14th July 2020

Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.

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How to set up and use our integration with Xplan

How to set up and use our integration with Xplan

Team Genovo - 1st July 2020

Learn how you can easily integrate Genovo with Xplan, the award-winning financial planning and wealth management software from Iress.

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What are report templates (in the context of Genovo) and how is it best to use them?

What are report templates (in the context of Genovo) and how is it best to use them?

Kate Ball - 23rd June 2020

Learn more about Genovo’s Report Template Library and how you can use report templates to speed up the report writing process and ensure greater consistency across your company.

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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3

Richard Lent - 18th May 2020

Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

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Genovo Suitability Report New Features & Updates May 2020

Genovo Suitability Report New Features & Updates May 2020

Ed Evans - 14th May 2020

Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.

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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

Richard Lent - 4th May 2020

Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

Richard Lent - 20th April 2020

Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

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Genovo Suitability Report 2020-21 Tax Year Updates

Genovo Suitability Report 2020-21 Tax Year Updates

Team Genovo - 5th April 2020

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the start of the 2020-21 tax year.

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How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

Kate Ball - 20th March 2020

Learn how to upload a headshot and signature image to a user’s account

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