Genovo Suitability Report New Features & Updates March 2016

Genovo Suitability Report New Features & Updates March 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

ModuleFeatureUpdate / Enhancement
Advice Options & Reasons LibraryPreselected advice reasons...saving you even more time!Configure your account so certain advice reasons are already selected in a step.
Read more here...
Write ReportClient Currency
Report Currency
Genovo now caters for a variety of different currencies
Read more here...

Section Wizards

Section(s)Step(s)Update / Enhancement
Review of Existing InvestmentsPlan SummaryWe've added the following new fields:
Life Assured
Sum Assured
Review of Existing InvestmentsPlan SummaryWe've added a new product type:
Endowment.
Investment RecommendationPlan SummaryWe've added the following new field:
Life Assured

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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