This is easy. Go to Customisation > Upload logo and follow the simple on-screen instruction. The logo should be uploaded as an image file (e.g. ...

What is a favicon? A favicon is an icon associated with a website, typically displayed in the address bar of a browser accessing the site or next to the...

User details Writer users can change their name, job title and qualifications (e.g Chartered Financial Planner) via Account admin > Your details. ...

Within Genovo, it is possible to upload a headshot and / or signature image for a user. This can be done:  1) By the user If the user is a Writer us...

As part of the standard customisation suite, Genovo provides all the functionality you need to customise every element of your report title page to reflect ...

The default report title that is automatically inserted into the Report Title Page is fixed and remains the same each time. However, it’s worth remembering ...

Over the years we've had a number of users ask us how they can add a statement regarding their regulatory status (or something similar) to the bottom of...

A table of contents is automatically included in the Suitability Report and Review Report 2.0 Report Types. If you make any changes to your report in Wo...

For some time now, there have been different schools of thought as to how much information about a client’s circumstances you should include in a suitabilit...

You can download a covering letter for every report you create within Genovo. The letter will be automatically populated with:  The client's name and ...