Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?
Ed Evans - 13th October 2022
In this month’s user tip blog, Ed walks you through how the Investment Library can save you a significant time when it comes to writing your suitability reports.
Read more >How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 19th August 2021
Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.
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