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.
Read more >
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.
Read more >
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.
Read more >
The next generation of suitability report builders is coming soon!
Ed Evans - 20th November 2023
Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.
Read more >
How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it
Nigel Ogram - 13th November 2023
In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.
Read more >
How to write a suitability report advising a client on a pension sharing order
Nigel Ogram - 3rd October 2023
In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.
Read more >
Genovo Suitability Report ESG-related content updates September 2023
Team Genovo - 15th September 2023
A summary of the updates that have been applied to the Genovo app to better accommodate ESG investing in your Suitability Reports.
Read more >
How do I write a fund switch report in Genovo?
Nigel Ogram - 11th September 2023
In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.
Read more >
Everything you need to know about investment strategies in Genovo, and more…
Nigel Ogram - 4th August 2023
In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!
Read more >
How do I write a suitability report advising on beneficiary drawdown?
Nigel Ogram - 7th July 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- Budget updates
- FCA Guidance
- Financial Planning Tips
- Gena
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips