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How to include / remove the Report Reference from the Report Title Page

How to include / remove the Report Reference from the Report Title Page

Kate Ball - 17th June 2019

Learn how to include or remove a report reference from the title page of the reports you create in Genovo.

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Genovo Suitability Report New Features & Updates May 2019

Genovo Suitability Report New Features & Updates May 2019

Ed Evans - 23rd May 2019

Following the introduction of the 4 new report types in our March release it is now possible to change the report type of an existing report

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How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?

Richard Lent - 15th May 2019

Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.

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Get creative with Genovo’s template tables

Get creative with Genovo’s template tables

Kate Ball - 15th April 2019

Learn how to easily customise template tables or create your own in Genovo.

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Genovo Suitability Report 2019-20 Tax Year Updates

Genovo Suitability Report 2019-20 Tax Year Updates

Team Genovo - 5th April 2019

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.

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Genovo Suitability Report New Features & Updates March 2019

Genovo Suitability Report New Features & Updates March 2019

Ed Evans - 14th March 2019

This update is a biggie! Find out more about the 4 new report types and other new functionality we’ve added to Genovo to help you streamline your review process, demonstrate the value of your service to your clients, and fulfil the requirements for regular reporting under MiFID II.

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New Features February 2019 – iO integration extended to include plan holdings

New Features February 2019 – iO integration extended to include plan holdings

Ed Evans - 7th February 2019

We’ve extended our integration with Intelligent Office (iO), the back office software from Intellifo, to include the underlying funds and equities of a plan.

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Take a couple of minutes to read about Genovo’s updated table settings

Take a couple of minutes to read about Genovo’s updated table settings

Kate Ball - 28th January 2019

Learn about Genovo’s updated table settings

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Super easy ways to customise your reports

Super easy ways to customise your reports

Kate Ball - 19th November 2018

Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.

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How to make your reports stand out from the crowd by adding a favicon

How to make your reports stand out from the crowd by adding a favicon

Kate Ball - 22nd October 2018

Learn how to display your favicon in your reports.

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