Options for managing users in Genovo
Nigel Ogram - 10th August 2026
There’s a range of options when it comes to managing your users in Genovo, but that doesn’t mean that it has to be complicated – this User Tip guides you through how Genovo handles it
Read more >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.
Read more >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.
Read more >An Overview of Genovo’s 3 Report Creation Methods
Kate Wells - 17th September 2021
Learn more about the different methods you can use to create the initial framework for a report in Genovo to help make your report writing process even more efficient.
Read more >Introducing our new video tutorials
Kate Wells - 19th November 2020
Discover our new and updated video tutorials covering everything you need to know about the Genovo suitability report app. in nice easy to follow bite-sized chunks.
Read more >How to add information about the FSCS into your Genovo reports
Kate Wells - 17th February 2020
A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.
Read more >An Overview of Genovo’s Matrices
Kate Wells - 18th November 2019
Learn more about one of our best kept support secrets – Genovo’s matricies.
Read more >Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
Read more >How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 20th August 2018
Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page
Read more >Fix your template images that you have uploaded using Postimage
Kate Wells - 22nd May 2018
Learn how to amend your images that you have previously uploaded using Postimage.
Read more >




