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Knowledge base
Introduction
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
See all 7 articles
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?
See all 6 articles
Account Admin
Basic account admin
7
How do I change my password?
How do I update a user's email address?
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?
See all 7 articles
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?
See all 6 articles
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?
See all 7 articles
Manage Users
12
VIDEO: Manage Users
How do I manage the users of my account?
What is the difference between a Writer User and a Reader user?
What are the different user roles?
Can an account have multiple Account Admins?
See all 12 articles
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?
Building a Report
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?
See all 8 articles
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?
See all 8 articles
Creating a report
15
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?
See all 15 articles
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?
See all 11 articles
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
See all 14 articles
Specific step info
19
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
See all 19 articles
Libraries
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?
See all 10 articles
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?
See all 8 articles
Customisation
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?
See all 6 articles
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?
See all 9 articles
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?
See all 14 articles
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 Report
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
See all 14 articles
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
Integrations
Intelliflo (iO)
10
VIDEO: How to set up and use the integration with Intelliflo Office
How do I set up an integration with Intelliflo Office (iO)?
What client-related data is currently available via the iO integration?
What plan-related data is currently available via the iO integration?
How do I import a client from iO into Genovo?
See all 10 articles
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?
See all 10 articles
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?
See all 11 articles
Security and Privacy
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
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