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    How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

    How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

    Nigel Ogram - 3rd April 2023

    In this month’s User Tip blog, Nigel looks at the different ways you can write a bed & ISA suitability report in Genovo.

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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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