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 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?

View all 9

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?

View all 21

The Report Builder 11

• 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 preview a report / section?
• How do I remove a section from a report?

View all 11

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

View all 13

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?

View all 13