What are report templates (in the context of Genovo) and how is it best to use them?
Kate Wells - 23rd June 2020
Learn more about Genovo’s Report Template Library and how you can use report templates to speed up the report writing process and ensure greater consistency across your company.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3
Richard Lent - 18th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >Genovo Suitability Report New Features & Updates May 2020
Ed Evans - 14th May 2020
Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2
Richard Lent - 4th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1
Richard Lent - 20th April 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >Genovo Suitability Report 2020-21 Tax Year Updates
Team Genovo - 5th April 2020
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the start of the 2020-21 tax year.
Read more >How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports
Kate Wells - 20th March 2020
Learn how to upload a headshot and signature image to a user’s account
Read more >COVID-19 Customer Service Update from Genovo
Ed Evans - 17th March 2020
An update on the steps we have taken and will be taking to ensure continuity of customer service over the coming weeks.
Read more >How to add information about the FSCS into your Genovo reports
Kate Wells - 17th February 2020
A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.
Read more >Genovo Suitability Report New Features & Updates January 2020
Ed Evans - 30th January 2020
Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.
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