smart support Archives

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.

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.

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.

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.

An Overview of Genovo’s Matrices

Kate Wells - 18th November 2019

Learn more about one of our best kept support secrets – Genovo’s matricies.

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.

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

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.

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.