Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?
Ed Evans - 13th October 2022
In this month’s user tip blog, Ed walks you through how the Investment Library can save you a significant time when it comes to writing your suitability reports.
Read more >Free Suitability Report Template
Learn how to make your reports more reader-friendly and engaging.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips