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    How to customise the report title of the reports you create in Genovo

    How to customise the report title of the reports you create in Genovo

    Kate Ball - 19th April 2021

    Learn how to add a custom static or dynamic report title to the report title page of your reports.

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    Genovo Suitability Report 2021-22 Tax Year Updates

    Genovo Suitability Report 2021-22 Tax Year Updates

    Team Genovo - 5th April 2021

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2021-22 tax year.

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    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    Ed Evans - 8th March 2021

    Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.

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    How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

    How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

    Kate Ball - 15th February 2021

    Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.

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    Introducing our new Summary of Section Snippets Matrix

    Introducing our new Summary of Section Snippets Matrix

    Richard Lent - 15th January 2021

    Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

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    How to produce a suitability report advising a client on a pension sharing order

    How to produce a suitability report advising a client on a pension sharing order

    Richard Lent - 14th December 2020

    A step-by-step guide to building a suitability report in Genovo advising your client on a pension sharing order.

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    Genovo Suitability Report New Features & Updates December 2020

    Genovo Suitability Report New Features & Updates December 2020

    Team Genovo - 10th December 2020

    Learn more about the new features we’ve added to Genovo. Our integration with iO has been extended to the recommendation sections and we’ve also enhanced the benefits and features steps, amongst others.

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    Introducing our new video tutorials

    Introducing our new video tutorials

    Kate Ball - 19th November 2020

    Discover our new and updated video tutorials covering everything you need to know about the Genovo suitability report app. in nice easy to follow bite-sized chunks.

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    New Security Features and ISO27001 Accreditation

    New Security Features and ISO27001 Accreditation

    Ed Evans - 29th October 2020

    Learn more about the new security features we’ve added to Genovo and our recent ISO27001 accreditation.

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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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