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
• Genovo Advice Scenario Matrix

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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?

Basic account admin 6

• 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 export my client's data out of Genovo?

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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?

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Manage Users 14

• How do I add a user 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?

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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?

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The Report Template Library 9

• VIDEO: An overview of the Report Template Library
• What is the Report Templates 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 21

• VIDEO: Adding clients and selecting the report creation method
• How do I create a report for an existing or new client?
• What is the difference between the three 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 a client belonging to another user within my account?

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The Report Builder 10

• VIDEO: The Report Builder
• What is the Report Builder?
• How do I change the order the sections come out in a 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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Wizard sections 13

• VIDEO: How to write a report: The Introduction section
• VIDEO: How to write a report: The Client Risk Profile 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

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Specific step info 13

• How are the monetary charges in the various Plan Charges steps calculated?
• An overview of the Current Plan Charges step
• An overview of the Revised Plan Charges step
• An overview of the Plan Charges step in the recommendation sections
• How are ex-ante and ex-post charges disclosure dealt with in Genovo?

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The Client & Report Library 8

• VIDEO: An overview of the Client & Report Library
• What is the Client & Report Library?
• How do I view and edit a client's reports?
• Can a user view and edit the clients and reports of another user?
• How do I change the ownership of a client and their reports to another user within my account?

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The Investment Library 11

• VIDEO: An overview of the Investment Library
• What is the Investment Library?
• How do I add an investment to my Investment Library?
• What is the purpose of the preloaded Genovo example investments?
• How do I clone an investment?

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The Provider Library 8

• VIDEO: An overview of the Provider Library
• What is the Provider Library?
• Can I stop the provider logos coming out in my own and / or my users’ reports?
• How do I add a provider to my Provider Library?
• How do I clone a provider?

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The Advice Options & Reasons Library 10

• 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 option to a category?
• How do I hide an Advice Option or Advice Reason?

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The Report Content Manager 14

• VIDEO: How to customise the boilerplate content of your reports and templates using the Report Content Manager
• What is the Report Content Manager?
• What is a snippet?
• How do I create a custom version of a Genovo snippet?
• How do I create a custom snippet?

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Report Section Manager 6

• Video: An overview of the Report Section Manager
• What is the Report Section Manager?
• How do I create a custom non-wizard section?
• Can I change the position of a custom section in the Report Builder?
• How do I hide a section so it does not show in the Report Builder?

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Attitude to Risk Profiles 5

• What is the Attitude to Risk Library?
• How do I create a custom set of attitude to risk profiles to use in my reports?
• How do I add an image or table into my attitude to risk profile descriptions?
• How do I hide a set of Attitude to Risk Profiles?
• How do I customise the capacity for loss wording used in my reports?

The Report Theme 6

• 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?
• What is the difference between a 'dynamic' and 'fixed horizontal' Plan Summary table format?

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Report Title Page Image 5

• VIDEO: How to add a background image to your report title page
• How do I add a background image to my report title page?
• What are the optimal dimensions for a report title page image?
• How do I unselect a report title page image?
• Why is the Report Title Page Image icon greyed out on my customisation dashboard?

The GUI Theme 2

• What is the GUI Theme?
• Why is GUI Theme greyed out on my Customisation dashboard?

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 can I customise the title page of my reports?

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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

Curo (Time4Advice) 13

• 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?

intelliflo office 12

• 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 add a client from intelliflo office into Genovo?

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Plannr 13

• How do I set up an integration with Plannr?
• What client-related data is currently available via the Plannr integration?
• What plan-related data is currently available via the Plannr integration?
• How do I add a client from Plannr into Genovo?
• How do I update an integrated client?

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Xplan 12

• 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 add a client from Xplan into Genovo?

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