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Knowledge base
Introduction
Getting started
8
Online demo video: An introduction to Genovo
Finding your way around Genovo
10 quick tips to set up your Genovo account in less than 30 minutes (Account Owners / Admins ONLY)
Preloaded report templates / example reports
Report Section Matrix
View all 8
30 day free trial
5
How does the 30 day free trial work?
Do I have to provide bank card details to trial Genovo?
Can I change plan during my trial?
How do I cancel my subscription during the 30 day free trial period?
How many times can I trial Genovo?
System requirements
4
What is the minimum workstation specification for using the Genovo app?
Which web browsers does Genovo support?
Can I access Genovo from my iPad or smartphone?
Will Genovo work on Macs?
Account Admin
Basic account admin
5
How do I change my password?
I've forgotten my password. How do I request a new one?
I've been locked out of my account. What should I do?
What is my user role?
How do I activate two-factor authentication (2FA) for my account?
Your subscription
5
How do I upgrade or downgrade my plan?
I want to downgrade but the plan isn't available
How do I cancel my subscription?
How do I reactivate my account?
Which plan am I signed up to?
Billing
6
How and when do I pay?
How do I update my card details?
Do I have to pay VAT?
Do you issue refunds for partial months?
I have a query about billing or invoicing. What should I do?
View all 6
Manage Users
12
How do I add users to my account?
What is the difference between a Writer User and a Reader user?
What are the different user roles?
How do I activate 'view all users' clients / reports' and allow paraplanners to write reports for adviser within my account?
How can I use workgroups to restrict which clients / reports another user can view and edit?
View all 12
Building a Report
Report Types
7
VIDEO: An overview of the different report types
Overview of the different report types
How do I write an (annual) review report for an existing client?
How do I write a Continued Suitability Report for an existing client?
How do I write a basic fund switch report?
View all 7
The Report Template Library
8
VIDEO: An overview of the Report Template Library
What is the Report Template Library?
How do I create a report template?
How do I edit a report template?
How do I clone a report template?
View all 8
Creating a report
21
VIDEO: Creating the framework for a report
How do I create a report for an existing or new client?
What is the difference between the 3 methods you can use to create a report?
How do I write a report for joint private clients?
How do I write a report for / edit a report belonging to another user within my company?
View all 21
The Report Builder
8
VIDEO: The Report Builder
What is The Report Builder?
How do I change the order the sections come out in my report?
How do I remove a section from a report?
How do I remove the Table of Contents from a report?
View all 8
Wizard sections
11
VIDEO: How to write a report: The Introduction section
VIDEO: How to write a report: A review section
VIDEO: How to write a report: A recommendation section
VIDEO: How to write a report: The Recommended Investment Strategy Section
VIDEO: How to write a report: The Important Information section
View all 11
Specific step info
9
How are the monetary charges in the various Plan Charges steps calculated?
An Overview of Investment Strategies
How do I include an existing plan’s current investment strategy in the review section of a report?
How and where can I add investment performance graphs into my reports?
How do I clone an investment strategy?
View all 9
Libraries
The Client & Report Library
6
What is the Client Library?
How do I access a client's reports?
How do I switch the ownership of a client and their reports to another user within my account?
How do I clone a report?
How do I reassign a report to another client?
View all 6
The Investment Library
9
VIDEO: The Investment Library
The Investment Library - An Overview
How do I add an investment to the Investment Library?
How do I clone an existing investment?
How do I hide an investment?
View all 9
The Provider Library
7
VIDEO: The Provider Library
What is the Provider Library?
Can I remove the provider logos from my own and / or my users’ reports?
How do I add a provider to my Provider Library?
How do I link a custom provider to a recommendation section?
View all 7
Customisation
The Advice Options & Reasons Library
8
Video: An overview of the Advice Options & Reasons Library
What is the Advice Options & Reasons Library?
How do I add a custom Advice Option or Advice Reason to a step?
How do I hide an Advice Option or Advice Reason?
Can I hide certain product types to reflect my advice service?
View all 8
The Report Content Manager
10
VIDEO: How to customise your report template using the Report Content Manager
What is the Report Content Manager?
What is a snippet?
How do I edit the content of my report template?
What is the best way to paste text into the Genovo HTML Editor?
View all 10
Attitude to Risk Profiles
3
How do I customise the attitude to risk profiles used in my reports?
How do I add an image to my attitude to risk profiles?
How do I customise the capacity for loss wording used in my reports?
The Report Theme
4
What is the Report Theme?
How do I select another report theme?
How do I create and edit my own report theme?
How do the styles of a Report Theme relate to the content generated in a report?
The GUI Theme
2
What is the GUI Theme?
Why is GUI Theme greyed out on my dashboard?
The Report
The Word report
9
How do I add my company logo to my reports?
How do I include a favicon in the top right hand corner of my reports?
How do I change how my name and company details are displayed within my reports?
How do I add a headshot and / or signature image to my reports?
How to customise the report title of the reports you create in Genovo
View all 9
General compliance info
4
What does the FCA expect from a suitability report?
Has the report been approved by the FCA?
Do I need to personalise my reports to ensure they are compliant?
How signposting can help control the length of your suitability reports
Integrations
intelliflo office
10
VIDEO: How to set up and use the integration with intelliflo office
How do I set up an integration with intelliflo office?
What client-related data is currently available via the intelliflo office integration?
What plan-related data is currently available via the intelliflo office integration?
How do I import a client from intelliflo office into Genovo?
View all 10
Xplan
10
VIDEO: How to set up and use the integration with Xplan
How do I set up an integration with Xplan?
What client-related data is currently available via the Xplan integration?
What plan-related data is currently available via the Xplan integration?
How do I import a client from Xplan into Genovo?
View all 10
Curo (Time4Advice)
11
VIDEO: How to set up and use the integration with Curo
How do I set up an integration with Curo for my company and its users?
How do I see which Curo account is linked to my Genovo account?
What client-related data is currently available via the Curo integration?
What plan-related data is currently available via the Curo integration?
View all 11
Dynamic Planner
2
How do I set up an integration with Dynamic Planner?
What data is currently made available via the integration?
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