Latest news

What does a good suitability report look like?

Mike Malkiewicz - 11th September 2017

In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.

The Client Declaration page

Kate Wells - 21st August 2017

Learn how to make changes to the Client Declaration page of the Genovo suitability report app.

Genovo Suitability Report New Features & Updates July 2017

Team Genovo - 25th July 2017

Learn more about the new features we’ve added to Genovo including new Executive Summary functionality.

How to write a review report for an existing client

Kate Wells - 17th July 2017

As part of your agreed service proposition, you may wish to provide an existing client with a shortened report which solely focuses on a review of their risk profile and the continued suitability of their existing investment portfolio. This is also possible with Genovo, and is imaginatively entitled our (Annual) Review Report!

How signposting can help control the length of your suitability reports

Kate Wells - 20th June 2017

Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.

Introducing the new Genovo website

Ed Evans - 2nd June 2017

The new website has a clean uncluttered design (much like our reports), and offers quick and easy access to all the information you need to know about us and our products. It also has links to heaps of useful resources including example reports, our suitability report checklist and hints & tips on suitability report best practice.

Genovo Suitability Report New Features & Updates May 2017

Team Genovo - 9th May 2017

Learn more about the new features we’ve added to Genovo including new IHT, trusts and replacement business functionality.

How to create and edit a template table in your suitability reports

Kate Wells - 25th April 2017

Learn how to create and edit a template table in Genovo so that it comes out in your reports in line with the table-related styles you’ve selected in your Report Theme.