How to customise how the regulatory documents are referenced in your suitability reports
Kate Wells - 17th March 2018
Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.
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How to update the table of contents in Word
Kate Wells - 16th February 2018
Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.
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Introducing our new video tutorials
Kate Wells - 22nd January 2018
Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.
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4 Quick and easy tips to make your tables look even better in Genovo
Kate Wells - 20th November 2017
Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.
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How to include the current investment strategy of an existing plan in your suitability report
Kate Wells - 31st October 2017
Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.
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How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 18th September 2017
There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.
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The Client Declaration page
Kate Wells - 21st August 2017
Learn how to make changes to the Client Declaration page of the Genovo suitability report app.
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How to write a review report for an existing client
Kate Wells - 17th July 2017
As part of your agreed service proposition, you may wish to provide an existing client with a shortened report which solely focuses on a review of their risk profile and the continued suitability of their existing investment portfolio. This is also possible with Genovo, and is imaginatively entitled our (Annual) Review Report!
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How signposting can help control the length of your suitability reports
Kate Wells - 20th June 2017
Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.
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How to create and edit a template table in your suitability reports
Kate Wells - 25th April 2017
Learn how to create and edit a template table in Genovo so that it comes out in your reports in line with the table-related styles you’ve selected in your Report Theme.
Read more >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
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