Find news about our new features & updates, as well as user tips and articles on suitability report best practice

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    Overview of Genovo’s Report Types

    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.

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    Genovo Suitability Report New Features & Updates October 2021 – Investment Themes

    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.

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    How to reassign a report to another client

    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.

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    How to best add a new user to your Genovo account

    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.

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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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    How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

    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.

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    How to activate share clients / reports so users can share clients with, and write reports for other users within their account

    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.

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    New Features & Updates December 2019 – Structured Products

    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.

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    An Overview of Genovo’s Matrices

    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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