How to customise the table text in your reports
Kate Wells - 24th September 2018
Learn how to customise the table text of your suitability reports
Read more >New APTA/TVC-related functionality added to Genovo
Ed Evans - 13th September 2018
Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.
Read more >How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 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
Read more >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.
Read more >How to use dynamic tags to further customise your Genovo reports
Kate Wells - 18th June 2018
Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.
Read more >How to set up and use the integration with intelliflo office
Ed Evans - 12th June 2018
Learn how you can easily integrate Genovo with intelliflo office, the back office software from intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.
Read more >Fix your template images that you have uploaded using Postimage
Kate Wells - 22nd May 2018
Learn how to amend your images that you have previously uploaded using Postimage.
Read more >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.
Read more >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.
Read more >How to customise how the regulatory documents are referenced in your suitability reports
Kate Wells - 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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