Genovo Suitability Report New Features & Updates January 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.
App
Module | Feature | Update / Enhancement |
---|---|---|
Client Library | Add / Edit Private Client | We've added the following new field: Include Vulnerable Client Text? |
Attitude to Risk Profiles Library | New ATR Profiles | We've added the FE Analytics (1-6 scale) ATR profiles. We've updated the Distribution Technology (Verbatim) ATR Profiles. |
Section Wizards
Section(s) | Step(s) | Update / Enhancement |
---|---|---|
Review of Existing Retirement Income Plans | Plan Summary | We've added the following new fields: Gross Personal Contribution Frequency |
Review of Existing Pension Plans | Recommended Action | We've added a new advice reason for use with top-ups and carry forward. |
Review of Existing Pension Plans | Recommended Action | We've added a new Recommended Action: "certify" for use when recommending the certification of an existing pension scheme ahead of the company's AE Staging Date. |
Pension Benefits Recommendation | Plan Summary | We've added the following new fields: Gross Personal Contribution Frequency |
Pension Recommendation | Plan Summary | We've added a new field to Add / Edit Plan: Is any unused annual allowance being carried forward? |
Important Information | Adviser Remuneration | We've added the following options to the Type of Advice field: Financial Planning Research & Analysis Implementation |
Report Content Manager
Section | Snippet Name | Update / Enhancement |
---|---|---|
Introduction | Client Background | We've split out the Further Client Info text {Intro_FurtherClientInfo} from the Client Table {Intro_ClientTable} so these can be rendered separately if the user prefers. |
Introduction | Vulnerable Client | This is a new snippet that will be automatically inserted into your report when "vulnerable client" is selected in the Add / Edit Private Client page. |
Appendix - Technical Info | Long Term Care Planning | We've added a link to the Info4Care website. |
Appendix - Technical Info | Carry Forward Text | This snippet will be automatically inserted in the Pensions Technical Notes when carry forward is recommended in the pension review and / or recommendation sections. |
Appendix - Technical Info | Auto Enrolment | We've updated 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.