Genovo Suitability Report New Features & Updates November 2016

Genovo Suitability Report New Features & Updates November 2016

Team Genovo

Here’s a summary of the new updates and features you’ll discover the next time you log in to the Genovo suitability report app.


ModuleFeatureUpdate / Enhancement
Report BuilderWe've added new features so you now have even more flexibility to customise the content and format of your reports.You can now:
1. Change the order the sections come out in your reports.
2. Hide the Table of Contents on a report-by-report basis.
3. Hide ANY section on a report-by-report basis.
Read more here...
Attitude to Risk LibraryNew set of ATR profiles.We've added the following new risk profile:
Morningstar ATR Profiles
Provider LibraryProvider UpdatedWe've updated the description of the following provider:
Genovo HTML EditorNew function added to toolbar.We've added:
Hyperlink - Create a hyperlink to a webpage.
Manage UsersAccount Owner's UsernameWe can now change the username of Account Owners. Please send us an email if you have a username you'd like us to change.

Report Content Manager

SectionSnippet NameUpdate / Enhancement
Review of Your Existing Pension PlansInsistent Client WarningWe've reviewed and enhanced the wording of this snippet.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out the Genovo Knowledge Base.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

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