How can I add a background image to my report title page?
Nigel Ogram - 8th July 2024
Following on from last month’s User Tip, Nigel shows you how to take advantage of the new Report Title Page Image customisation feature.
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Genovo Suitability Report 2024-25 Tax Year Updates
Team Genovo - 5th April 2024
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.
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How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it
Nigel Ogram - 13th November 2023
In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.
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How to write a suitability report advising a client on a pension sharing order
Nigel Ogram - 3rd October 2023
In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.
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How do I write a fund switch report in Genovo?
Nigel Ogram - 11th September 2023
In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.
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Everything you need to know about investment strategies in Genovo, and more…
Nigel Ogram - 4th August 2023
In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!
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How do I write a suitability report advising on beneficiary drawdown?
Nigel Ogram - 7th July 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.
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How do I write a suitability report consolidating one or more existing plans into another existing plan?
Nigel Ogram - 12th June 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report to consolidate a client’s plans into an existing plan.
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How do I write a suitability report recommending the bed & ISA of a client’s existing investment?
Nigel Ogram - 3rd April 2023
In this month’s User Tip blog, Nigel looks at the different ways you can write a bed & ISA suitability report in Genovo.
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How to easily add information about the FSCS into your Genovo reports
Nigel Ogram - 7th March 2023
In this month’s User Tip blog, Nigel guides you through how and when to incorporate information about the Financial Services Compensation Scheme in your suitability reports.
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