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    The next generation of suitability report builders is coming soon!

    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?

    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

    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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    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.

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    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

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    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…

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    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.

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    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.

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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

    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.

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    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.

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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 our free guide on how to structure your suitability reports.

    Suitability report best practice guide

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