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    Genovo Suitability Report New Features & Updates January 2022

    Genovo Suitability Report New Features & Updates January 2022

    Ed Evans - 20th January 2022

    Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.

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    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Simon Large - 10th January 2022

    Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

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    2FA, or not 2FA, that is the question.

    2FA, or not 2FA, that is the question.

    Simon Large - 19th November 2021

    Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

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    Overview of Genovo’s Report Types

    Overview of Genovo’s Report Types

    Kate Wells - 25th October 2021

    Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.

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    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    Team Genovo - 19th October 2021

    Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.

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    An Overview of Genovo’s 3 Report Creation Methods

    An Overview of Genovo’s 3 Report Creation Methods

    Kate Wells - 17th September 2021

    Learn more about the different methods you can use to create the initial framework for a report in Genovo to help make your report writing process even more efficient.

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    Genovo Suitability Report New Features & Updates September  2021 – Our integration with Dynamic Planner is live

    Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live

    Team Genovo - 13th September 2021

    Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.

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    How much information about a client’s circumstances should you include in a suitability report?

    How much information about a client’s circumstances should you include in a suitability report?

    Kate Wells - 19th August 2021

    Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.

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    How to reassign a report to another client

    How to reassign a report to another client

    Kate Wells - 16th July 2021

    Learn how reassigning an existing report to another client can save considerable time when building a new report.

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    How to write a pension decumulation report

    How to write a pension decumulation report

    Nigel Ogram - 20th June 2021

    Find out more about how to write a pension decumulation suitability report in Genovo.

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