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    Quickly add images into the reports you create within Genovo

    Quickly add images into the reports you create within Genovo

    Kate Wells - 13th September 2019

    Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.

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    How to add a second image to your suitability report title page

    How to add a second image to your suitability report title page

    Kate Wells - 15th August 2019

    Step by step instructions that walk you through how to add a second image to your suitability report title page

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    How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard

    How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard

    Richard Lent - 5th August 2019

    Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard

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    Genovo Suitability Report New Features & Updates July 2019

    Genovo Suitability Report New Features & Updates July 2019

    Team Genovo - 11th July 2019

    It’s now even easier to add images into the reports you create within Genovo. What’s more we’ve also extended our integration with iO.

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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 Wells - 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 Wells - 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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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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