Getting started 7

• 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
• Other Useful Matrices

View all 7

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 5

• 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?

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?

View all 6

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 14

• VIDEO: Manage Users
• How do I manage the users of my account?
• What is the difference between a Writer User and a Reader user?
• 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 14

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 24

• 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?

View all 24

The Report Builder 9

• 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 9

The section wizards 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 14

• 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
• How do I include a comparison of projected fund values in my pension switching reports?

View all 14

The Client Library 3

• 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?

The Investment Library 10

• 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?
• What risk rating should I apply to the investment?

View all 10

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?

View all 8

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?

View all 6

The GUI Theme 4

• 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 is GUI Theme greyed out on my dashboard?

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?
• How do I share an existing custom Advice Option or Advice Reason?

View all 8

The Report Content Manager 14

• VIDEO: How to customise your report template using the Report Content Manager
• What is the Report Content Manager?
• How do I edit the content of my report template?
• What is a snippet?
• What is the best way to paste text into the Genovo HTML Editor?

View all 14

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

The Word report 11

• 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 11

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?

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?

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?

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