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How to change the colour and style of the bullet points in your Genovo reports

How to change the colour and style of the bullet points in your Genovo reports

Kate Ball - 21st October 2020

Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.

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New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

Richard Lent - 21st September 2020

Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.

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How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

Richard Lent - 20th August 2020

A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.

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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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