suitability report Archives

Genovo Suitability Report Content Enhancements May 2022

Team Genovo - 31st May 2022

Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.

Genovo Suitability Report Risk Warnings Updates April 2022

Team Genovo - 28th April 2022

We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.

Genovo Suitability Report 2022-23 Tax Year Updates

Team Genovo - 5th April 2022

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

Reusable, Repeatable Reports

Simon Large - 7th March 2022

With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.

How to write a Drawdown Review report

Nigel Ogram - 14th February 2022

This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

Genovo Suitability Report New Features & Updates January 2022

Ed Evans - 20th January 2022

Learn more about all the new features we’ve added to Genovo including enhanced functionality when adding the client’s objectives and plans.

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

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.

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.