new feature Archives

How to customise the footer of your reports

Nigel Ogram - 10th March 2025

In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.

How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process

Nigel Ogram - 11th February 2025

Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.

Customisation options for plan charges tables in Genovo

Nigel Ogram - 14th January 2025

In this month’s User Tip, Nigel walks you through the different ways that Genovo can present plan charges within suitability reports.

Genovo Suitability Report New Features & Updates November 2024

Team Genovo - 20th November 2024

Learn more about all the new features we’ve added as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.

How to include a Table of Contents in Genovo report types that don’t have it as standard

Nigel Ogram - 11th November 2024

In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.

How does Genovo handle plan charges?

Nigel Ogram - 7th October 2024

In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.

How to write a Continued Suitability Report in less than 5 minutes in Genovo

Nigel Ogram - 7th October 2024

Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.

How to add a back page to your reports in Genovo

Nigel Ogram - 13th September 2024

In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.

How to set up and use the integration with Plannr

Team Genovo - 18th July 2024

Following hot on the heels of the successful launch of Genovo v2, we’ve got another significant release for you – our ground breaking two-way integration with Plannr.