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How  to set up your account to automatically display the name of both the adviser and the paraplanner on the report title page

How to set up your account to automatically display the name of both the adviser and the paraplanner on the report title page

Kate Ball - 20th August 2018

Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page

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Genovo Suitability Report New Features & Updates August 2018

Genovo Suitability Report New Features & Updates August 2018

Team Genovo - 9th August 2018

Learn about the new features we’ve added to Genovo including new mortgage and protection functionality, as well as a revamped and eye-catching report style.

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How to use dynamic tags to further customise your Genovo reports

How to use dynamic tags to further customise your Genovo reports

Kate Ball - 18th June 2018

Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.

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How to set up and use the integration with Intelligent Office (iO)

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

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Fix your template images that you have uploaded using Postimage

Fix your template images that you have uploaded using Postimage

Kate Ball - 22nd May 2018

Learn how to amend your images that you have previously uploaded using Postimage.

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Genovo Suitability Report 2018-19 Tax Year Updates

Genovo Suitability Report 2018-19 Tax Year Updates

Team Genovo - 5th April 2018

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2018/19 tax year.

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Genovo Suitability Report New Features & Updates March 2018

Genovo Suitability Report New Features & Updates March 2018

Team Genovo - 27th March 2018

Learn about the new features we’ve added to Genovo including revamped charges disclosure, enhanced automatic Weighted Average Charge and Aggregated Total Charge calculations, new Power of Attorney options, and brand new mortgage functionality amongst many other new features.

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How to customise how the regulatory documents are referenced in your suitability reports

How to customise how the regulatory documents are referenced in your suitability reports

Kate Ball - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

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How to update the table of contents in Word

How to update the table of contents in Word

Kate Ball - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

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Introducing our new video tutorials

Introducing our new video tutorials

Kate Ball - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

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