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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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.
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