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

Module	Feature	Update / Enhancement
Advice Options & Reasons Library	Preselected advice reasons...saving you even more time!	Configure your account so certain advice reasons are already selected in a step. Read more here...
Write Report	Client 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 Investments	Plan Summary	We've added the following new fields: Life Assured Sum Assured
Review of Existing Investments	Plan Summary	We've added a new product type: Endowment.
Investment Recommendation	Plan Summary	We'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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