How to spend less time entering plan charges in Genovo
Nigel Ogram - 10th November 2025
In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports
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How you can customise your Genovo account to reflect your company branding and content preferences
Nigel Ogram - 7th October 2025
In this month’s User Tip, Nigel guides you through how you can customise Genovo with your company’s own branding.
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How to re-order content in a Genovo report
Nigel Ogram - 7th April 2025
In this month’s User Tip, Nigel walks you through how to re-order the content in Genovo so that you can present information how you want
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How to include a Table of Contents in Genovo report types that don’t have it as standard
Nigel Ogram - 11th November 2024
In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.
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How does Genovo handle plan charges?
Nigel Ogram - 7th October 2024
In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.
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How can I customise the boilerplate content of my reports?
Nigel Ogram - 12th August 2024
In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.
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How can I manage existing report sections or add custom sections in Genovo?
Nigel Ogram - 11th June 2024
Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.
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The next generation of suitability report builders is coming soon!
Ed Evans - 20th November 2023
Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.
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Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?
Ed Evans - 13th October 2022
In this month’s user tip blog, Ed walks you through how the Investment Library can save you a significant time when it comes to writing your suitability reports.
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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II
Simon Large - 17th June 2022
In the second part of his User Tip blog on how to write a replacement business reports in Genovo, Simon looks at how to add details of the existing plan.
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