suitability report Archives

A Genovo user’s guide to customisation

Kate Wells - 21st October 2019

A guide to the extensive customisation functionality that is available within Genovo.

New Features & Updates October 2019 – Commercial property purchase via a pension

Richard Lent - 17th October 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 a commercial property purchase via a pension

Quickly add images into the reports you create within Genovo

Kate Wells - 13th September 2019

Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.

How to add a second image to your suitability report title page

Kate Wells - 15th August 2019

Step by step instructions that walk you through how to add a second image to your suitability report title page

How to include / remove the Report Reference from the Report Title Page

Kate Wells - 17th June 2019

Learn how to include or remove a report reference from the title page of the reports you create in Genovo.

Genovo Suitability Report New Features & Updates May 2019

Ed Evans - 23rd May 2019

Following the introduction of the 4 new report types in our March release it is now possible to change the report type of an existing report

Genovo Suitability Report 2019-20 Tax Year Updates

Team Genovo - 5th April 2019

Check out all of the updates we’ve applied to the Genovo suitability report app in readiness for the 2019/20 tax year.

Genovo Suitability Report New Features & Updates March 2019

Ed Evans - 14th March 2019

This update is a biggie! Find out more about the 4 new report types and other new functionality we’ve added to Genovo to help you streamline your review process, demonstrate the value of your service to your clients, and fulfil the requirements for regular reporting under MiFID II.