Genovo Suitability Report New Features & Updates September 2021 – Our integration with Dynamic Planner is live
Team Genovo - 13th September 2021
Learn how to pull the most up-to-date attitude to risk profiles directly from Dynamic Planner’s psychometric risk profiler into a Genovo report with just a couple of clicks.
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How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports
Kate Wells - 15th February 2021
Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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