How to customise the table text in your reports
Kate Wells - 24th September 2018
Learn how to customise the table text of your suitability reports
Read more >
How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 20th August 2018
Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page
Read more >
How to use dynamic tags to further customise your Genovo reports
Kate Wells - 18th June 2018
Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.
Read more >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips