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Finding your way around Genovo
Set up your account in less than 15 minu...
Preloaded Example Reports
Suitability Report Advice Sections Matri...
Page Helps - We're with you every s...
30 Day Free Trial
How does the 30 day free period work?
Do I have to provide credit card details...
Can I change plan during my 30 day free ...
How do I cancel my subscription during t...
How and when do I pay?
Are there any set-up fees?
When is my next payment due?
How will I receive receipt of payment?
How do I update my card details?
Basic Account Admin
How do I change my password?
How do I change a username?
How do I change my registered email addr...
I can't log in. How do I request a ...
What is my role?
How do I upgrade or downgrade my plan?
I want to downgrade but the plan isn...
How do I cancel my subscription?
How long is my data saved for if I cance...
How do I reactivate my account?
The Suitability Report
How do I change the name and company det...
How do I write a report for joint privat...
Can I tailor the report to reflect my co...
How do I display my company logo in my r...
How do I customise the attitude to risk ...
The Report Builder
What is The Report Builder?
Must all sections be complete to downloa...
How do I change the order the sections c...
How do I remove a section from my report...
How do I remove the Table of Contents fr...
The Section Wizards
What is a section wizard?
Can I include multiple plans within one ...
Can I hide certain product types to refl...
How do I navigate around a section wizar...
How do I add a new provider to the provi...
The Client Library
What is the Client Library?
How do I edit the client information inc...
How do I delete a client from my client ...
Is there a limit on the number of client...
How do I access a client's reports?
The Investment Library
What is the Investment Library?
How do I add an investment to my Investm...
How do I clone an existing investment?
What risk rating should I apply to the i...
How do I hide an investment?
The Provider Library
What is the Provider Library?
How do I add a provider to my Provider L...
How do I link a provider to a section?
How do I hide a provider?
How do I share a provider?
Advice Option & Reasons Library
What is the Advice Options & Reasons...
How do I add an Advice Option or Advice ...
How do I share an existing custom Advice...
How do I add an Advice Reason to an Advi...
How do I hide an Advice Option or Advice...
The Report Content Manager
What is the Report Content Manager?
How do I edit my report template?
What is a snippet?
Why are the snippets colour coded?
How do I change which version of a snipp...
What is a Report Theme?
How do I select another report theme?
How do I create and edit my own report t...
Why are the Report Themes colour coded?
What is a hex code?
What is the GUI Theme?
How do I change the look of my User Inte...
Why has the look of my web pages changed...
Why is GUI Theme greyed out on my dashbo...
How do I manage the users of my account?
What are the different user roles?
What is the difference between a Writer ...
How do users and roles relate to plans a...
Can an account have multiple Account Adm...
Intelligent Office (iO) Integration
VIDEO: How to set up and use the integra...
How do I set up an integration with Inte...
What client-related data is currently av...
What plan-related data is currently avai...
How do I import a client from iO into Ge...
What is group membership?
How do I join a group?
Why can't I access group membership...
Can I join any group?
Why has my request to join a group been ...
What is the minimum workstation specific...
What web browsers do you support?
I can't download a docx. What do I ...
Can I access Genovo from my iPad or smar...
Will Genovo work on Macs?
Data Security & Privacy
What is your policy on privacy and data ...
Are my card details safe?
Are you GDPR compliant?
Is my data stored in the EU?
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