suitability report Archives

How to best add a new user to your Genovo account

Nigel Ogram - 24th May 2021

Learn more about the different ways you can add a new user to your Genovo account.

Genovo Suitability Report New Features & Updates May 2021

Team Genovo - 20th May 2021

Learn more about all the new features we’ve added to the Genovo suitability report app including enhancements to our Xplan integration as well new pension, mortgage, investment and protection functionality.

How to customise the report title of the reports you create in Genovo

Kate Wells - 19th April 2021

Learn how to add a custom static or dynamic report title to the report title page of your reports.

Genovo Suitability Report 2021-22 Tax Year Updates

Team Genovo - 5th April 2021

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2021-22 tax year.

How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

Ed Evans - 8th March 2021

Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.

How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section of your suitability reports

Kate Wells - 15th February 2021

Learn how to customise your Genovo account so a client’s attitude to risk is covered right upfront at the beginning of your suitability reports.

Introducing our new Summary of Section Snippets Matrix

Richard Lent - 15th January 2021

Learn more about how the Summary of Section Snippets Matrix can help you to customise the boilerplate content of your report template.

How to change the colour and style of the bullet points in your Genovo reports

Kate Wells - 21st October 2020

Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.

How to activate share clients / reports so users can share clients with, and write reports for other users within their account

Kate Wells - 20th July 2020

Learn more about the benefits of activating share clients / reports so your users can write reports for other users within their account.

Genovo Suitability Report New Features & Updates July 2020

Team Genovo - 14th July 2020

Learn more about the new features we’ve added to Genovo including custom bullet points, new group protection modules and a new DB pension transfer summary.