Genovo Suitability Report New Features & Updates February 2017
Team Genovo - 22nd February 2017
Learn more about the new features we’ve added to Genovo including an auto-generated covering letter and a new “next steps” step.
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How to move the Attitude to Risk and Capacity for Loss text from the Investment Strategy to the Introduction section of your reports
Ed Evans - 13th February 2017
Learn how to customise your Genovo account so the attitude to risk and capacity for loss text comes out in the Introduction section of your reports.
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Genovo Suitability Report New Features & Updates November 2016
Team Genovo - 17th November 2016
Learn more about the new features we’ve added to Genovo which make it even quicker to customise the content and structure of your suitability reports to reflect your advice service, the type of advice being provided as well as the client’s individual profile.
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Genovo Suitability Report New Features & Updates September 2016
Team Genovo - 22nd September 2016
Learn more about the new timesaving features we’ve added to the Genovo Suitability Report app
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Genovo Suitability Report New Features & Updates July 2016
Team Genovo - 7th July 2016
Learn more about the defined benefit pension transfer features including insistent client options we’ve added to the Genovo Suitability Report app
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Genovo Suitability Report New Features & Updates June 2016
Team Genovo - 9th June 2016
Learn more about the enhancements we’ve made to the Investment Library of the Genovo suitability report app
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Genovo Suitability Report New Features & Updates April 2016
Team Genovo - 21st April 2016
Learn more about the enhanced trust-related functionality we’ve added to the Genovo suitability report app
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Genovo Suitability Report 2016-17 Tax Year Updates
Team Genovo - 5th April 2016
See all the updates we’ve applied to the Genovo suitability report app for the 2016/17 tax year.
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Genovo Suitability Report New Features & Updates March 2016
Team Genovo - 11th March 2016
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
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Genovo Suitability Report New Features & Updates January 2016
Team Genovo - 28th January 2016
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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