Overview of Genovo’s Report Types
Kate Wells - 25th October 2021
Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.
Read more >Genovo Suitability Report New Features & Updates October 2021 – Investment Themes
Team Genovo - 19th October 2021
Find out more about the new investment themes feature we’ve added to Genovo which allows you to add supplementary information about the type / style of investment strategy you’re recommending into your report with the click of a button. This could be information about your Centralised Investment Proposition, ESG investing, discretionary fund management or the use of investment pathways.
Read more >How to reassign a report to another client
Kate Wells - 16th July 2021
Learn how reassigning an existing report to another client can save considerable time when building a new report.
Read more >How to best add a new user to your Genovo account
Nigel Ogram - 24th May 2021
Learn more about the different ways you can add a new user to your Genovo account.
Read more >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
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 >How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan
Richard Lent - 20th August 2020
A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.
Read more >How to activate share clients / reports so users can share clients with, and write reports for other users within their account
Kate Wells - 20th July 2020
Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.
Read more >New Features & Updates December 2019 – Structured Products
Richard Lent - 9th December 2019
Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.
Read more >An Overview of Genovo’s Matrices
Kate Wells - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
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