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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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
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.
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?
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
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
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
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 >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
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