Find news about our new features & updates, as well as user tips and articles on suitability report best practice

    Please subscribe below to receive our news & updates alerts straight to your inbox:

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    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.

    Read more >

    Personalising your suitability reports using advice options and reasons

    Personalising your suitability reports using advice options and reasons

    Simon Large - 19th April 2022

    In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.

    Read more >

    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

    Simon Large - 10th January 2022

    Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

    Read more >

    2FA, or not 2FA, that is the question.

    2FA, or not 2FA, that is the question.

    Simon Large - 19th November 2021

    Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

    Read more >

    How much information about a client’s circumstances should you include in a suitability report?

    How much information about a client’s circumstances should you include in a suitability report?

    Kate Wells - 19th August 2021

    Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.

    Read more >

    How to customise the report title of the reports you create in Genovo

    How to customise the report title of the reports you create in Genovo

    Kate Wells - 19th April 2021

    Learn how to add a custom static or dynamic report title to the report title page of your reports.

    Read more >

    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

    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 >

    Introducing our new Summary of Section Snippets Matrix

    Introducing our new Summary of Section Snippets Matrix

    Richard Lent - 15th January 2021

    Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

    Read more >

    How to change the colour and style of the bullet points in your Genovo reports

    How to change the colour and style of the bullet points in your Genovo reports

    Kate Wells - 21st October 2020

    Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.

    Read more >

    How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

    How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

    Kate Wells - 20th March 2020

    Learn how to upload a headshot and signature image to a user’s account

    Read more >