Genovo Suitability Report New Features & Updates November 2024
Team Genovo - 20th November 2024
Learn more about all the new features we’ve added as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.
Read more >How to include a Table of Contents in Genovo report types that don’t have it as standard
Nigel Ogram - 11th November 2024
In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.
Read more >Genovo Suitability Report October 2024 Budget Updates
Team Genovo - 30th October 2024
A summary of the updates that have been applied to the Genovo suitability report app to reflect the changes announced in the 2024 Autumn Budget.
Read more >How to write a Continued Suitability Report in less than 5 minutes in Genovo
Nigel Ogram - 7th October 2024
Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.
Read more >How does Genovo handle plan charges?
Nigel Ogram - 7th October 2024
In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.
Read more >How to add a back page to your reports in Genovo
Nigel Ogram - 13th September 2024
In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.
Read more >How can I customise the boilerplate content of my reports?
Nigel Ogram - 12th August 2024
In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.
Read more >How to set up and use the integration with Plannr
Team Genovo - 18th July 2024
Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.
Read more >How does Genovo stack up against the PFS Suitability Report Writing Guide?
Nigel Ogram - 15th July 2024
Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.
Read more >How can I add a background image to my report title page?
Nigel Ogram - 8th July 2024
Following on from last month’s User Tip, Nigel shows you how to take advantage of the new Report Title Page Image customisation feature.
Read more >