Find news about our new features & updates, as well as user tips and articles on suitability report best practice

    Please subscribe below to receive our news & updates alerts straight to your inbox:

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?

    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?

    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.

    Read more >

    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

    Categories

    Follow Genovo