Genovo Suitability Report Content Enhancements May 2022
Team Genovo - 31st May 2022
Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.
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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I
Simon Large - 23rd May 2022
In this month’s User Tip blog, Simon walks you through how to write personalised and compliant suitability reports for replacement business.
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Genovo Suitability Report Risk Warnings Updates April 2022
Team Genovo - 28th April 2022
We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.
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Personalising your suitability reports using advice options and reasons
Simon Large - 19th April 2022
In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.
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Genovo Suitability Report 2022-23 Tax Year Updates
Team Genovo - 5th April 2022
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.
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Reusable, Repeatable Reports
Simon Large - 7th March 2022
With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.
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How to write a Drawdown Review report
Nigel Ogram - 14th February 2022
This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report
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Genovo Suitability Report New Features & Updates January 2022
Ed Evans - 20th January 2022
Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.
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Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year
Simon Large - 10th January 2022
Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App
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2FA, or not 2FA, that is the question.
Simon Large - 19th November 2021
Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…
Read more >Free suitability report template
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Suitability report best practice guide
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