suitability report Archives

How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo

Nigel Ogram - 28th February 2025

How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!

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.

How to write a drawdown review report in less than 9 minutes in Genovo

Nigel Ogram - 20th January 2025

How long does it take to write a Drawdown Review Report? Well in Genovo, it’s less time than you’d think!

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.

Genovo Suitability Report October 2024 Budget Updates

Team Genovo - 30th October 2024

A summary of the updates that have been applied to the Genovo suitability report app to reflect the changes announced in the 2024 Autumn Budget.

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 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 does Genovo stack up against the PFS Suitability Report Writing Guide?

Nigel Ogram - 15th July 2024

Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.