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.
Read more >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.
Read more >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.
Read more >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.
Read more >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
Read more >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.
Read more >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
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 >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.
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.
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