suitability report Archives

What are report templates (in the context of Genovo) and how is it best to use them?

Kate Wells - 23rd June 2020

Learn more about Genovo’s Report Template Library and how you can use report templates to speed up the report writing process and ensure greater consistency across your company.

Genovo Suitability Report New Features & Updates May 2020

Ed Evans - 14th May 2020

Learn more about the new features we’ve added to Genovo including a new ‘why contribution’ step and our enhanced integration with Intelligent Office.

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2

Richard Lent - 4th May 2020

Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1

Richard Lent - 20th April 2020

Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.

Genovo Suitability Report 2020-21 Tax Year Updates

Team Genovo - 5th April 2020

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the start of the 2020-21 tax year.

How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports

Kate Wells - 20th March 2020

Learn how to upload a headshot and signature image to a user’s account

How to add information about the FSCS into your Genovo reports

Kate Wells - 17th February 2020

A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.

Genovo Suitability Report New Features & Updates January 2020

Ed Evans - 30th January 2020

Learn more about the new features we’ve added to Genovo including a new look dashboard and other redesigned web pages, enhanced functionality for writing reports, the new Report Template Library, how you can now add a headshot and signature image, as well as provider logos and performance graphs into your reports, and lots, lots more.

New Features & Updates December 2019 – Structured Products

Richard Lent - 9th December 2019

Learn more about the new features and updates we’ve made to Genovo that now make it even easier to write a suitability report containing a recommendation for structured products.