Getting started 7

• Finding your way around Genovo
• Set up your account in less than 15 minutes (Account Owners / Admins ONLY)
• Preloaded report templates / example reports
• Report Section Matrix
• Other Useful Matrices

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30 day free trial 5

• How does the 30 day free trial work?
• Do I have to provide credit 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 6

• 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?
• Does Genovo work with Google Docs?

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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?
• What is Two Factor Authentication and how do you activate it for your account?

Your subscription 6

• 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 long is my data saved for if I cancel my account?
• How do I reactivate my account?

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Billing 7

• How and when do I pay?
• Are there any set-up fees?
• How do I update my card details?
• Do I have to pay VAT?
• Do you issue refunds for partial months?

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Manage Users 16

• VIDEO: Manage Users
• How do I manage the users of my account?
• How do I update a user's email address?
• How do I reset a user's password?
• Can I "deactivate" a user?

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Group membership 5

• What is group membership?
• How do I join a group?
• Can I join any group?
• My group isn't in the "select group" drop down. What should I do?
• How do I unlink my account from a group?

Report Types 8

• 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?

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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?

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Creating a report 17

• 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 clone a report?

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The Report Builder 11

• 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?

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The section wizards 14

• 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

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Specific step info 20

• Changes to the Plan Charges step in readiness for MiFID II
• How is the Aggregated Total Charge calculated in the Plan Charges step?
• How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
• How do I copy the charges from one plan to another within the Plan Charges step?
• New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step

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The Client Library 5

• What is the Client Library?
• Is there a limit on the number of clients I can store in my Client Library?
• How do I access a client's reports?
• How do I delete a client from the Client Library?
• How do I switch the ownership of a client and their reports to another user within my account?

The Investment Library 10

• VIDEO: The Investment Library
• What is the Investment Library?
• How do I add an investment to the Investment Library?
• How do I clone an existing investment?
• What risk rating should I apply to the investment?

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The Provider Library 8

• VIDEO: The Provider Library
• What is the Provider Library?
• How do I add a provider to my Provider Library?
• Can I remove the provider logos from my own and / or my users’ reports?
• How do I link a custom provider to a recommendation section?

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The Report Theme 6

• VIDEO: How to customise the font and styling of your reports using a Report Theme
• 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 relate to the content generated in my reports?

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The GUI Theme 5

• VIDEO: How to customise the look and feel of the web pages via the GUI Theme
• What is the GUI Theme?
• How do I change the look of my Graphical User Interface (GUI)?
• Why has the look of my web pages changed since I last logged in?
• Why is GUI Theme greyed out on my dashboard?

The Advice Options & Reasons Library 9

• 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 add an Advice Reason to an Advice Option?
• How do I hide an Advice Option or Advice Reason?

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The Report Content Manager 14

• 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 Snippet Editor?

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Attitude to Risk Profiles 5

• VIDEO: How to select and customise the attitude to risk profile descriptions used in your reports
• How do I customise the attitude to risk profiles used in my reports?
• How do I customise the capacity for loss wording used in my reports?
• How do I add an image to my attitude to risk profiles?
• How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section in your suitability reports

General 3

• What is the best way to paste text into the Genovo HTML Editor?
• How do I add an image into my report using the Genovo HTML Editor?
• How do I create a table using the Genovo HTML Editor?

The Word report 14

• 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

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General compliance info 5

• What does the FCA expect from a suitability report?
• Do I need to personalise my reports to ensure they are compliant?
• How signposting can help control the length of your suitability reports
• Has the report been approved by the FCA?
• How does Genovo help you fulfil the FCA’s expectations when recommending replacement business

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?

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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?

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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?

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Dynamic Planner 2

• How do I set up an integration with Dynamic Planner?
• What data is currently made available via the integration?

General 5

• What is your policy on privacy and data protection?
• Are my card details safe?
• Are you GDPR compliant?
• Is my data stored in the EU?
• ISO27001 Accreditation