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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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Genovo Suitability Report New Features & Updates December 2017

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

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4 Quick and easy tips to make your tables look even better in Genovo

4 Quick and easy tips to make your tables look even better in Genovo

Kate Ball - 20th November 2017

Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.

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Genovo – Our response to MiFID II

Genovo – Our response to MiFID II

Ed Evans - 14th November 2017

What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

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How to include the current investment strategy of an existing plan in your suitability report

How to include the current investment strategy of an existing plan in your suitability report

Kate Ball - 31st October 2017

Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.

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