genovo user tips Archives

Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year

Simon Large - 10th January 2022

Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App

2FA, or not 2FA, that is the question.

Simon Large - 19th November 2021

Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…

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.

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.

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.

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.

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.

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.

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.