When you log in to your account you'll land on your dashboard which will look something like this.
You'll notice a number of icons on the left hand side as well as a 'Recent Activity' and 'Recent News' panel to the right. The most recent clients and reports that you have created / have been created for you will show under Recent Activity, and links to our most recent user tip blogs, new features and updates and other useful news will appear under Recent News.
To write, view or edit a report, click write / edit report.
To customise the look and feel of your reports, your workspace and the web pages when you (and your users) log in to Genovo click customisation.
To manage the client as well as the investment and provider information that you (and your users) can pull into your reports click libraries.
To manage your account and its settings click account admin.
To manage the integration of your Genovo account with other third party apps click integrations.
The Report Templates Library allows you to manage the report templates that you (and your users) can use as a starting point for creating a new report.
Customisation has a secondary dashboard that looks like this.
Certain icons may not be active on your customisation dashboard depending on the role you've been allocated within your account.
To manage and customise the selectable options included in the steps of the various wizard sections of the Report Builder click advice options and reasons.
To select and customise the attitude to risk profiles that are used in your reports click attitude to risk profiles.
To customise the font, colours and styling of your reports, click report theme.
To upload your company logo and display it in the top left hand corner of the Genovo app and on the front page of your reports click upload logo.
To upload your favicon and display it in the top right hand corner of each page of your reports click upload favicon.
To customise the look and feel of the web pages when you (and your users) log in to Genovo to reflect your company’s branding and colour scheme click GUI theme.
Libraries has a secondary dashboard that looks like this.
To manage the providers that get listed out in the provider drop down menu included in the Plan Summary step of the various recommendation sections of the Report Builder click provider library.
To add or import information about the underlying investments (e.g. funds, model portfolios, structured products or DFMs) that you frequently recommend to your clients so it can be easily pulled into a report with a couple of clicks, click investment library. This is also an ideal place to save details of your Centralised Investment Proposition should you have one.
To edit, delete, export or change the ownership of a client record click client library.
Account Admin Dashboard
Account Admin has a secondary dashboard that looks like this.
Certain icons may not be active on your account admin dashboard depending on the role you've been allocated within your account.
To change your name and job title as it appears in your reports, upload a headshot and / or signature image, update your email address and view your role, click your details.
To change your password click change password.
To change the name, address and telephone number of your company as it appears on the front page of your reports click company details.
The Account Owner can view which plan they're signed up to, and upgrade or cancel their subscription by clicking on your subscription.
To enable / disable 2 Factor Authentication (2FA) for your account click 2 factor.
You can manage your account's Writer and Reader users and set up workgroups via manage users.
Account admins can download any data about their account's users as a csv file via download data.
To join a group and manage your membership click group membership.
So now that you know your way around the dashboard why not start setting up your account.